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Pablo Sebastian Mogollon

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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

12 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Mar 2023 to now
  2. Goldman SachsJan 2023 to now
  3. Lifetime FitnessOct 2022 to Dec 2022
  4. Goldman SachsJun 2022 to Aug 2022
  5. Fisher InvestmentsAug 2021 to May 2022
  6. UnemployedNov 2020 to Aug 2021
  7. University of Texas At DallasJun 2020 to Dec 2022
  8. Lone Star CollegeSep 2018 to Jun 2020
  9. Lifetime FitnessMay 2018 to Nov 2020
  10. Gourmand Kitchen (4 Knives Group, LLC)Sep 2017 to May 2018
  11. Cypress Ranch High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7585108
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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