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Alexa Cawood

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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

10 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Sep 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. Blaze GymnasticsFeb 2026 to Apr 2026
  4. Hiscock Legal AidSep 2025 to Dec 2025
  5. Goldman Sachs & Co. LLC.Jun 2025 to Aug 2025
  6. Park Ridge Municipal PoolJul 2024 to Aug 2024
  7. Advice RegtechMay 2024 to Jul 2024
  8. Syracuse University Literacy CorpsJan 2024 to Dec 2024
  9. Syracuse University Policy Studies DepartmentsAug 2023 to Dec 2023
  10. Park Ridge Municipal PoolJun 2023 to Aug 2023
  11. Syracuse UniversityAug 2022 to Dec 2025
  12. Park Ridge Municipal PoolJun 2022 to Aug 2022
  13. Park Ridge Municipal PoolJun 2021 to Aug 2021
  14. Park Ridge Municipal PoolMay 2020 to Aug 2020
  15. Park Ridge Municipal PoolApr 2019 to Aug 2019
  16. Academy of the Holy AngelsSep 2018 to Jun 2022
  17. Park Ridge High SchoolSep 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8116492
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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