Andrew Jonathon Shires

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

• 09/2013 → 10/2016
  Burton'S Grill
  Charlottesville, VA
• 08/2017 → 12/2018
  Skybar
  Charlottesville, VA
• 10/2015 → 10/2017
  Whaley Capital Group
  Charlottesville, VA
• 10/2017 → 12/2018
  Whaley Capital Group
  Charlottesville, VA
• 01/2019 → 04/2019
  Applying To Mba
  Mission Viejo, CA
• 04/2019 → 08/2019
  Bad To The Bone
  San Juan Capistrano, CA
• 04/2019 → 09/2019
  Mozambique
  Laguna Beach, CA
• 09/2019 → 06/2021
  Student - Uci
  Irvine, CA
• 07/2020 → 08/2020
  Goldman Sachs & Co.
  Houston, TX
• 07/2021 → Present
  Goldman Sachs & Co.
  New York, NY

Previous Registrations

• 2015-08-10 → 2017-03-27
  Klaren Capital
  Waynesboro, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-03
• S63 Uniform Securities Agent State Law Examination
  2021-10-20