Best Investors
Account
Sign in
Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westview High School | San Diego | CA | 08/2015 | 06/2019 |
| Urge Gastropub | San Diego | CA | 03/2019 | 03/2020 |
| Orangetheory Fitness | San Diego | CA | 09/2021 | 08/2022 |
| California State University San Marcos | San Diego | CA | 08/2019 | 12/2024 |
| Elevate Training | San Diego | CA | 03/2022 | 12/2024 |
| Goldbook Financial - A Massmutual Firm | San Diego/ Costa Mesa | CA | 12/2023 | 12/2024 |
| Goldman Sachs | Newport Beach | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
Reach out to this advisor