Luke Porter Roe
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.Mar 2024 to now
- Ayco Goldman SachsJan 2024 to now
- UnemployedSep 2023 to Dec 2023
- Ayco Goldman SachsJun 2023 to Aug 2023
- UnemployedSep 2022 to Jun 2023
- Premier Trailer LeasingJun 2022 to Aug 2022
- UnemployedSep 2021 to Jun 2022
- Royal Oaks Country ClubMay 2021 to Aug 2021
- UnemployedSep 2019 to May 2021
- Bent Tree Country ClubMay 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Bent Tree Country ClubMay 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Bent Tree Country ClubMay 2017 to Aug 2017
- UnemployedSep 2016 to May 2017
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
- 7761705
- Firm CRD
- 106693