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Anh-Thu Elaine Damiani

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7997136

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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 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

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
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
  • 08/2015 → 06/2019
    Westview High School
    San Diego, CA
  • 03/2019 → 03/2020
    Urge Gastropub
    San Diego, CA
  • 09/2021 → 08/2022
    Orangetheory Fitness
    San Diego, CA
  • 08/2019 → 12/2024
    California State University San Marcos
    San Diego, CA
  • 03/2022 → 12/2024
    Elevate Training
    San Diego, CA
  • 12/2023 → 12/2024
    Goldbook Financial - A Massmutual Firm
    San Diego/ Costa Mesa, CA
  • 01/2025 → Present
    Goldman Sachs
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-06
  • S66 Uniform Combined State Law Examination
    2025-06-06

View on SEC IAPD

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