Saunders Elizabeth Carlson
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.Sep 2024 to now
- Goldman SachsJul 2024 to now
- N/aAug 2023 to Jun 2024
- Goldman SachsJun 2023 to Aug 2023
- N/aJan 2023 to Jun 2023
- Cresset CapitalJun 2022 to Dec 2022
- N/aJan 2022 to Jun 2022
- CoreweaveJul 2021 to Dec 2021
- Woodgrain Bagel and DeliMay 2021 to Aug 2021
- N/aAug 2020 to Jun 2021
- Salt BistroMay 2020 to Aug 2020
- ShineMay 2019 to Mar 2020
- Lucky Pie PizzaApr 2019 to Sep 2019
- N/aAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7763112
- Firm CRD
- 106693