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Trevor Bauman

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7342460

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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 2022-05-04
  • CA RA
    APPROVED
    Since 2022-05-04

Branch Locations

Macarthur Blvd, 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
Postmates Huntington Beach CA 05/2019 11/2019
Keystone Property Management Irvine CA 06/2019 06/2019
Network Capital Irvine CA 08/2019 08/2019
Gnbank Girard KS 05/2018 05/2019
Pittsburg State University Pittsburg KS 08/2015 05/2019
Brickyard Bar And Grill Pittsburg KS 07/2017 03/2018
Quality Home Improvement Osawatomie KS 05/2017 07/2017
Ayco, A Goldman Sachs Company Irvine CA 10/2019 Present
  • 05/2019 → 11/2019
    Postmates
    Huntington Beach, CA
  • 06/2019 → 06/2019
    Keystone Property Management
    Irvine, CA
  • 08/2019 → 08/2019
    Network Capital
    Irvine, CA
  • 05/2018 → 05/2019
    Gnbank
    Girard, KS
  • 08/2015 → 05/2019
    Pittsburg State University
    Pittsburg, KS
  • 07/2017 → 03/2018
    Brickyard Bar And Grill
    Pittsburg, KS
  • 05/2017 → 07/2017
    Quality Home Improvement
    Osawatomie, KS
  • 10/2019 → Present
    Ayco, A Goldman Sachs Company
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-26
  • S66 Uniform Combined State Law Examination
    2022-04-26

View on SEC IAPD

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