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Chance Christian Wegner

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 6659478

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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:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-10
CA RA APPROVED 2022-01-17
  • TX RA
    APPROVED_RES
    Since 2022-05-10
  • CA RA
    APPROVED
    Since 2022-01-17

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Troy MI 07/2017 01/2021
Merrill Lynch Ann Arbor MI 05/2016 07/2017
Cvs Ypsilanti MI 08/2015 09/2016
Monster Energy Detroit MI 09/2014 04/2017
Eastern Michigan University Ypsilanti MI 09/2013 04/2017
Goldman Sachs & Co. Llc Troy MI 01/2021 Present
  • 07/2017 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Troy, MI
  • 05/2016 → 07/2017
    Merrill Lynch
    Ann Arbor, MI
  • 08/2015 → 09/2016
    Cvs
    Ypsilanti, MI
  • 09/2014 → 04/2017
    Monster Energy
    Detroit, MI
  • 09/2013 → 04/2017
    Eastern Michigan University
    Ypsilanti, MI
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04
Other Names
  • Chance C Wegner

View on SEC IAPD

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