Sophia May Deluca
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Apr 2025 to now
- Goldman Sachs AycoJan 2025 to now
- Infinity Financial ServicesSep 2024 to Dec 2024
- Goldman Sachs AycoJun 2024 to Aug 2024
- NbcuniversalSep 2023 to May 2024
- Amc TheatersMay 2023 to Dec 2023
- Ucb Fall Program for First Semester (fpf)Feb 2022 to Jul 2023
- Uc BerkeleyAug 2021 to Dec 2024
- Foothill High SchoolAug 2018 to Jun 2021
- Irvine High SchoolAug 2017 to Jun 2019
- Venado Middle SchoolAug 2015 to Jun 2017
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
- 7941449
- Firm CRD
- 106693