Tong Zheng

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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-25

CA RA
APPROVED

Since 2025-08-25

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

Organization	City	State	From	To
Goldman Sachs Ayco	Newport Beach	CA	07/2021	Present
Sterling Bank & Trust	Irvine	CA	07/2018	07/2021
N/A	Irvine	CA	03/2018	07/2018
University Of California, Davis	Davis	CA	09/2014	03/2018

07/2021 → Present

Goldman Sachs Ayco

Newport Beach, CA
07/2018 → 07/2021

Sterling Bank & Trust

Irvine, CA
03/2018 → 07/2018

N/A

Irvine, CA
09/2014 → 03/2018

University Of California, Davis

Davis, CA

Other Businesses

Real Estate Broker for Harvest Realty Development, Inc., a real estate brokerage. Organization operates out of Irvine, CA. Organization is not primarily engaged in investment-related activity. Start Date: May 20, 2019. Four hours per month. Duties include serving as a real estate broker in a limited capacity for family, friends, and on her own behalf.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-22

S66 Uniform Combined State Law Examination

2025-08-22

Other Names

Vicky Zheng

View on SEC IAPD