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Quinn P Shaw

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

Seattle, WA

CRD 7040104

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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
WA RA APPROVED 2026-02-17
  • WA RA
    APPROVED
    Since 2026-02-17

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States

401 Union Street Suite 37, Seattle, WA 98101 • 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 Deerfield IL 10/2018 01/2021
Duff And Phelps, Llc Chicago IL 07/2017 09/2018
Corporate Valuation Consulting, Llc Chicago IL 06/2016 09/2016
Joe's Brewery Champaign IL 03/2015 04/2017
University Of Illinois At Urbana Champaign Champaign IL 08/2013 05/2017
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 10/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Deerfield, IL
  • 07/2017 → 09/2018
    Duff And Phelps, Llc
    Chicago, IL
  • 06/2016 → 09/2016
    Corporate Valuation Consulting, Llc
    Chicago, IL
  • 03/2015 → 04/2017
    Joe's Brewery
    Champaign, IL
  • 08/2013 → 05/2017
    University Of Illinois At Urbana Champaign
    Champaign, IL
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-11
  • S66 Uniform Combined State Law Examination
    2019-01-11

View on SEC IAPD

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