Aleena Shamshuddin Ajani
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.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- NAMay 2025 to Jul 2025
- University of Texas At AustinDec 2024 to May 2025
- Red Mccombs School of BusinessAug 2024 to Dec 2024
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Red Mccombs School of BusinessJan 2023 to Jun 2024
- University of Texas At AustinAug 2022 to Jan 2023
- Ripple ImpactMay 2022 to Aug 2022
- University of Texas At AustinMay 2021 to May 2022
- Klein Oak High SchoolAug 2018 to May 2021
- Krimmel Intermediate SchoolJul 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7941771
- Firm CRD
- 106693