Cetera Investment Advisers
41yrs
Top advisor by experience in Irving
3yrs
Sofia Maricevic
Financial advisor at Goldman Sachs Wealth Services
Sofia Maricevic has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Irving, Texas. Sofia joined Goldman Sachs Wealth Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Goldman Sachs Wealth Services reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 185 advisors with offices in Irving, and one of 176 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office125 E. John Carpenter Freeway Suite 1000, Irving, TX 75062
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowGoldman Sachs Wealth Services, L.P.Current firm
Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sofia
How do I contact Sofia?
Call Goldman Sachs Wealth Services at (518) 886-4000 and ask for Sofia Maricevic. Sofia works from the Irving, TX office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Sofia hold?
Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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