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Asia Cesa

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.

  1. Goldman Sachs Wealth Services, L.P.Dec 2022 to now
  2. Goldman SachsJul 2022 to now
  3. Pardee School At Boston UniversityOct 2021 to Jun 2022
  4. AycoJun 2021 to Aug 2021
  5. Studio Grassi CagnatoJun 2020 to Aug 2020
  6. Dla PiperJun 2019 to Aug 2019
  7. Boston UniversityAug 2018 to May 2022
  8. Charterhouse SchoolSep 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7604210
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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