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Soraya Cheyenne Sartipi

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

CRD 7067139

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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
GA RA APPROVED 2024-01-26
  • GA RA
    APPROVED
    Since 2024-01-26

Branch Locations

3414 Peachtree Road Ne Suite 600, Atlanta, GA 30326 • 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 & Co. Llc Atlanta GA 01/2019 Present
Hdh Advisors Llc Atlanta GA 07/2018 12/2018
Wells Fargo Charlotte NC 06/2017 08/2017
College Of Charleston - South Charleston SC 08/2014 05/2018
  • 01/2019 → Present
    Goldman Sachs & Co. Llc
    Atlanta, GA
  • 07/2018 → 12/2018
    Hdh Advisors Llc
    Atlanta, GA
  • 06/2017 → 08/2017
    Wells Fargo
    Charlotte, NC
  • 08/2014 → 05/2018
    College Of Charleston - South
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
S63 Uniform Securities Agent State Law Examination 2019-04-12
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
  • S63 Uniform Securities Agent State Law Examination
    2019-04-12
Other Names
  • Soraya C Sartipi

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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