Tatiana Naomi Howell
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
21 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
21 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- Congressional Black Caucus Foundation - Congressional InternJan 2025 to May 2025
- Goldman SachsJun 2024 to Aug 2024
- University of California Merced, Bright Success CenterNov 2023 to Jan 2025
- Hispanic Association of Colleges and UniversitiesAug 2022 to Dec 2022
- University of California Merced, Financial Wellness CenterFeb 2021 to Jun 2023
- Uc MercedAug 2020 to Dec 2024
- Unemployed - Minor/studentJan 2005 to Aug 2020
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
- 7940614
- Firm CRD
- 106693