Fredy Molfino de la jara
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman SachsJul 2024 to now
- In CollegeAug 2023 to Jul 2024
- Goldman SahcsJun 2023 to Aug 2023
- In CollegeJul 2022 to Jun 2023
- PricewaterhousecoopersJun 2022 to Jul 2022
- In CollegeAug 2021 to Jun 2022
- Fpmc LLC.Jun 2021 to Aug 2021
- In School/collegeJul 2019 to Jun 2021
- Jose Santiago Inc.Jun 2019 to Jul 2019
- Student In High SchoolJul 2018 to Jun 2019
- Jose Santiago Inc.Jun 2018 to Jul 2018
- Student In High SchoolJul 2017 to Jun 2018
- Jose Santiago Inc.Jun 2017 to Jul 2017
- Student In High SchoolJan 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7766787
- Firm CRD
- 106693