Rudolph A Sarro
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
28 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Rudolph A Sarro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2024 to now
- Goldman SachsJun 2021 to now
- Altium Wealth ManagementSep 2019 to May 2021
- Liberty Mutual InsuranceSep 2018 to Aug 2019
- Kushman and WakefieldJun 2018 to Aug 2018
- Construction ServicesJun 2017 to May 2018
- SchoolingSep 1998 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7405626
- Firm CRD
- 106693