Jose Nicolas Iturregui fuertes
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Jose Nicolas Iturregui fuertes? 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman Sachs & CoJul 2024 to now
- University of Notre DameAug 2023 to May 2024
- Goldman Sachs & CoJun 2023 to Aug 2023
- University of Notre DameAug 2022 to May 2023
- Ernst & YoungJun 2022 to Jul 2022
- University of Notre DameAug 2021 to May 2022
- V2a ConsultingJun 2021 to Jul 2021
- University of Notre DameAug 2020 to May 2021
- Colegio San Ignacio De LoyolaJul 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7762978
- Firm CRD
- 106693