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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 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-20

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
Goldman Sachs Newport Beach CA 01/2025 Present
University Of San Francisco San Francisco CA 01/2022 05/2022
Unemployed Rancho Palos Verdes CA 05/2024 01/2025
University Of San Francisco San Francisco CA 09/2022 12/2022
University Of San Francisco San Francisco CA 09/2023 12/2023
University Of San Francisco San Francisco CA 02/2024 05/2024
Unity For Equality Flushing NY 09/2022 11/2022
Atticus Capital Llc Minneapolis MN 10/2022 05/2023
National Stem Honor Society (Nstem) Gloucester MA 07/2022 09/2022
Rolling Hills Country Day School Rolling Hills Estates CA 06/2022 08/2022
Junk Junkies Usa Los Angeles CA 05/2023 03/2024
Unemployed Rancho Palos Verdes / San Francisco CA 02/2015 01/2022
University Of San Francisco San Francisco CA 08/2020 05/2024
Palos Verdes High School Palos Verdes Estates CA 08/2016 06/2020
  • 01/2025 → Present
    Goldman Sachs
    Newport Beach, CA
  • 01/2022 → 05/2022
    University Of San Francisco
    San Francisco, CA
  • 05/2024 → 01/2025
    Unemployed
    Rancho Palos Verdes, CA
  • 09/2022 → 12/2022
    University Of San Francisco
    San Francisco, CA
  • 09/2023 → 12/2023
    University Of San Francisco
    San Francisco, CA
  • 02/2024 → 05/2024
    University Of San Francisco
    San Francisco, CA
  • 09/2022 → 11/2022
    Unity For Equality
    Flushing, NY
  • 10/2022 → 05/2023
    Atticus Capital Llc
    Minneapolis, MN
  • 07/2022 → 09/2022
    National Stem Honor Society (Nstem)
    Gloucester, MA
  • 06/2022 → 08/2022
    Rolling Hills Country Day School
    Rolling Hills Estates, CA
  • 05/2023 → 03/2024
    Junk Junkies Usa
    Los Angeles, CA
  • 02/2015 → 01/2022
    Unemployed
    Rancho Palos Verdes / San Francisco, CA
  • 08/2020 → 05/2024
    University Of San Francisco
    San Francisco, CA
  • 08/2016 → 06/2020
    Palos Verdes High School
    Palos Verdes Estates, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-19
  • S66 Uniform Combined State Law Examination
    2025-03-19
Other Names
  • Hyungjun Kim
  • Dennis Kim
  • Hyugjun Kim

View on SEC IAPD

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