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Alexa Jae Winograd

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
19 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

19 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Jan 2025 to now
  2. Goldman SachsJul 2024 to now
  3. StudentAug 2023 to May 2024
  4. Goldman SachsJun 2023 to Aug 2023
  5. StudentMay 2023 to Jun 2023
  6. Trader Joe'sFeb 2018 to May 2023
  7. StudentAug 2007 to Feb 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
7763067
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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