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Amir Kolyani

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7444108

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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 2021-11-24
  • CA RA
    APPROVED
    Since 2021-11-24

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 Personal Financial Management Irvine CA 09/2021 Present
Red Table Huntington Beach CA 06/2020 08/2021
Aav Entertainment Aliso Viejo CA 08/2017 12/2020
Asset Investments & Management, Llc Johns Creek GA 06/2018 08/2018
Self Huntington Beach CA 06/2017 06/2019
Full-Time Education Huntington Beach CA 07/2016 06/2017
  • 09/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Irvine, CA
  • 06/2020 → 08/2021
    Red Table
    Huntington Beach, CA
  • 08/2017 → 12/2020
    Aav Entertainment
    Aliso Viejo, CA
  • 06/2018 → 08/2018
    Asset Investments & Management, Llc
    Johns Creek, GA
  • 06/2017 → 06/2019
    Self
    Huntington Beach, CA
  • 07/2016 → 06/2017
    Full-Time Education
    Huntington Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
  • S66 Uniform Combined State Law Examination
    2021-11-22

View on SEC IAPD

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