Julian Louis Manzano
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.Nov 2025 to now
- Goldman Sachs & Co. LLCJul 2022 to now
- Bank of AmericaOct 2021 to Jun 2022
- AmazonMar 2021 to Apr 2021
- Creative Financial GroupJan 2021 to Sep 2021
- NoneMay 2020 to Jan 2021
- Mid-atlantic WaterproofingJun 2019 to Jul 2019
- PetsmartJul 2017 to Jul 2018
- SubwayDec 2016 to Apr 2017
- Seton Hall UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7610938
- Firm CRD
- 106693