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Elizabeth Saylor

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 6991843

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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 2018-12-10
  • CA RA
    APPROVED
    Since 2018-12-10

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
The Ayco Company, L.P./Mercer Allied Irvine CA 06/2018 01/2021
The Ayco Company, L.P. Irvine CA 06/2017 09/2017
Seattle Pacific University Seattle WA 09/2014 06/2018
Raimondo Pettit Group Irvine CA 06/2016 07/2016
Seattle Pacific University Seattle WA 09/2016 06/2017
Goldman Sachs & Co. Llc Irvine CA 01/2021 Present
  • 06/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 06/2017 → 09/2017
    The Ayco Company, L.P.
    Irvine, CA
  • 09/2014 → 06/2018
    Seattle Pacific University
    Seattle, WA
  • 06/2016 → 07/2016
    Raimondo Pettit Group
    Irvine, CA
  • 09/2016 → 06/2017
    Seattle Pacific University
    Seattle, WA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-02
  • S66 Uniform Combined State Law Examination
    2018-12-02

View on SEC IAPD

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