Manolo Alvarez
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.Aug 2023 to now
- Goldman Sachs & Co LLCJul 2023 to now
- Cassette Deck AutomotiveJun 2022 to now
- The University of Texas At DallasAug 2022 to May 2023
- Vida Plata Personal Financial CoachingJun 2022 to Apr 2023
- Ericsson, Inc.May 2022 to Jun 2023
- Pepsico Frito-lay, Inc.Jun 2021 to Aug 2021
- The University of Texas At AustinAug 2020 to May 2022
- Social SolutionsDec 2019 to Jul 2020
- California Pizza KitchenNov 2019 to Mar 2020
- Cognizant (google)Nov 2019 to Nov 2019
- Aquent (USAA)Aug 2019 to Oct 2019
- Infosys Bpm (google)Sep 2018 to Jul 2019
- California Pizza KitchenJun 2018 to Sep 2019
- MongodbMay 2017 to May 2018
- Oracle, Inc.Jul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7782099
- Firm CRD
- 106693