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Eric William Mueller

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7339083

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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
CA RA APPROVED 2024-09-06
  • CA RA
    APPROVED
    Since 2024-09-06

Branch Locations

4000 Macarthur Boulevard Suite 1000, 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
Goldman Sachs And Co. Llc Cohoes NY 01/2021 Present
Unemployment Albany NY 11/2020 01/2021
Kpmg, Llp Albany NY 08/2018 10/2020
Suny At Albany Albany NY 08/2014 05/2018
Kpmg, Llp Albany NY 06/2017 08/2017
  • 01/2021 → Present
    Goldman Sachs And Co. Llc
    Cohoes, NY
  • 11/2020 → 01/2021
    Unemployment
    Albany, NY
  • 08/2018 → 10/2020
    Kpmg, Llp
    Albany, NY
  • 08/2014 → 05/2018
    Suny At Albany
    Albany, NY
  • 06/2017 → 08/2017
    Kpmg, Llp
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-24
  • S66 Uniform Combined State Law Examination
    2021-04-24
Other Names
  • Eric Mueller

View on SEC IAPD

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