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Elizabeth Dorothy Otoole

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7384750

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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 2024-03-05
  • CA RA
    APPROVED
    Since 2024-03-05

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
Goldman Sachs Ayco Newport Beach CA 05/2021 Present
Bodhi Leaf Trading Co Orange CA 12/2019 03/2021
Target Anaheim Hills CA 07/2017 10/2019
Chapman University Orange CA 08/2017 12/2020
Mater Dei High School Santa Ana CA 08/2013 06/2017
  • 05/2021 → Present
    Goldman Sachs Ayco
    Newport Beach, CA
  • 12/2019 → 03/2021
    Bodhi Leaf Trading Co
    Orange, CA
  • 07/2017 → 10/2019
    Target
    Anaheim Hills, CA
  • 08/2017 → 12/2020
    Chapman University
    Orange, CA
  • 08/2013 → 06/2017
    Mater Dei High School
    Santa Ana, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04

View on SEC IAPD

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