Laura Martinez
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Laura Martinez? Claim your profile
Contact this firm
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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.May 2024 to now
- Ayco Goldman SachsJan 2024 to now
- Frost InvestmentsMay 2023 to Jan 2024
- Idea Public SchoolsJul 2021 to May 2023
- San Antonio Independent School District (bowden Elementary)Jan 2020 to Jun 2021
- Self Employed -housekeepingJan 2019 to Jan 2020
- Hospital Housekeeping SystemsMar 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7754468
- Firm CRD
- 106693