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Tanner Mees

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7363743

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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 2023-05-23
  • CA RA
    APPROVED
    Since 2023-05-23

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 & Co Irvine CA 04/2021 Present
Advantage Xpo Irvine CA 11/2020 04/2021
Freeman Motor Co. Portland OR 08/2019 09/2019
University Of Oregon Eugene OR 09/2016 07/2020
Unemployed Newport Beach CA 07/2020 11/2020
  • 04/2021 → Present
    Goldman Sachs & Co
    Irvine, CA
  • 11/2020 → 04/2021
    Advantage Xpo
    Irvine, CA
  • 08/2019 → 09/2019
    Freeman Motor Co.
    Portland, OR
  • 09/2016 → 07/2020
    University Of Oregon
    Eugene, OR
  • 07/2020 → 11/2020
    Unemployed
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16

View on SEC IAPD

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