Garett Michael Rodriguez
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2021 to now
- Goldman Sachs AycoJul 2021 to now
- Roger Dunn Golf ShopsJan 2021 to Apr 2021
- Ayco, A Goldman Sachs CompanyJul 2020 to Aug 2020
- Hyun and Co, CpaJan 2020 to Apr 2020
- Sureprep, LLCFeb 2019 to Apr 2019
- Platinum Home MortgageJun 2018 to Oct 2018
- Chapman UniversityAug 2017 to May 2021
- Loving Savior Lutheran SchoolMay 2017 to Jul 2021
- Damien High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7418044
- Firm CRD
- 106693