Natalia Bartolone
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2025 to now
- Goldman SachsAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Seton Hall LawAug 2023 to Jun 2024
- Goldman SachsJun 2023 to Aug 2023
- Seton Hall LawAug 2022 to Jun 2023
- Los Angeles Dependency LawyersJun 2022 to Aug 2022
- Seton Hall LawAug 2021 to Jun 2022
- Aer TechnologiesDec 2019 to Jul 2021
- Tustin Buick GmcApr 2018 to Dec 2019
- Cha Cha's Latin KitchenApr 2016 to Sep 2017
- Fullerton Joint Union High School DistrictOct 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7761801
- Firm CRD
- 106693