Alexander Louis Applegate
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Cornell UniversityAug 2024 to May 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Cornell UniversityAug 2023 to May 2024
- United States ArmyApr 2022 to Jul 2023
- United States ArmyOct 2021 to Mar 2022
- United States ArmyOct 2018 to Sep 2021
- United States ArmyJun 2018 to Sep 2018
- United States ArmyJul 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7941783
- Firm CRD
- 106693