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Alexandra Tasev

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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

13 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Oct 2024 to now
  2. Goldman SachsAug 2024 to now
  3. UnemployedMay 2024 to Aug 2024
  4. Shenkman Capital ManagementJan 2024 to May 2024
  5. Goldman SachsJun 2023 to Jul 2023
  6. Sony Music MasterworksSep 2022 to Apr 2023
  7. ArtworksJun 2022 to Aug 2022
  8. Law Firm of Higbee & AssociatesMay 2022 to Aug 2022
  9. Ck Talent ManagementDec 2021 to Mar 2022
  10. Pace University Elisabeth Haub School of LawAug 2021 to May 2024
  11. Downtown MusicOct 2020 to Mar 2021
  12. Ground Up MusicAug 2020 to Nov 2022
  13. The DevelopmentJul 2020 to Aug 2021
  14. Downtown MusicJan 2020 to May 2020
  15. Q Prime Artist ManagementSep 2019 to Dec 2019
  16. Q Prime Artist ManagementJan 2019 to May 2019
  17. The Center for Academic ExcellenceNov 2018 to May 2020
  18. Pace UniversitySep 2017 to May 2021
  19. Rutherford High SchoolSep 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7762703
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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