Marie Anne Paul
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2024 to now
- Goldman SachsFeb 2024 to now
- Cbre Contingent With Goldman SachsSep 2021 to Feb 2024
- CbreAug 2020 to Aug 2021
- Infiniti HrJan 2020 to Mar 2020
- Exodus Inc.Jun 2019 to Aug 2019
- San Francisco GiantsJun 2019 to Aug 2019
- Osterhout Design GroupMay 2017 to Aug 2017
- Sun Devil Fitness Complex At Arizona State UniversityJan 2017 to May 2020
- Arizona State University W.P Carey School of BusinessAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7448248
- Firm CRD
- 106693