Michael Evan Morais
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 2026 to now
- Goldman Sachs & Co. LLCJul 2026 to now
- Auburn UniversityJul 2025 to May 2026
- Goldman SachsMay 2025 to Jul 2025
- Auburn UniversityJul 2024 to May 2025
- The Sea Pines ResortMay 2024 to Jul 2024
- Auburn UniversityJul 2023 to May 2024
- The Sea Pines ResortMay 2023 to Jul 2023
- Auburn UniversityJul 2022 to May 2023
- The Cinnamon Bear GroupMay 2022 to Jul 2022
- Charlotte Catholic High SchoolJul 2018 to May 2022
- Holy Trinity Middle SchoolJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8120932
- Firm CRD
- 106693