Helio Augusto Rapetti
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Helio Augusto Rapetti? Claim your profile
Contact this firm
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.Aug 2026 to now
- Goldman Sachs & Co. LLCJan 2025 to now
- Advantage XpoAug 2024 to Jan 2025
- East Hudson Oral Maxillofacial SurgeryMay 2024 to Jul 2024
- Avi FoodsystemsSep 2023 to May 2024
- Natural MarketJan 2019 to Aug 2023
- Natural MarketJan 2017 to Dec 2018
- Hf ContabilidadeJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7979207
- Firm CRD
- 106693