Donald Lewis

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 06/2021
  Wells Fargo Bank Na
  Tustin, CA
• 02/2013 → 11/2016
  Wells Fargo Advisors Llc
  Costa Mesa, CA
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Tustin, CA
• 06/2021 → Present
  Goldman Sachs Personal Financial Management
  Irvine, CA

Previous Registrations

• 2021-07-13 → 2023-10-24
  United Capital Financial Advisors
  Irvine, CA
  Newport Beach, CA
• 2020-12-09 → 2021-07-01
  Wells Fargo Clearing Services, Llc
  Costa Mesa, CA
  El Segundo, CA
  Irvine, CA
  Newport Beach, CA
  El Segundo, CA
  Costa Mesa, CA
  Irvine, CA
  Tustin, CA
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-09
• S63 Uniform Securities Agent State Law Examination
  2012-10-05

Other Names

• Alex Lewis
• Donald Alexander Lewis