Caleb Edward Patterson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Goldman Sachs & Co. Llc
  New York, NY
• 05/2019 → 08/2019
  Stella Jeans
  Newport Beach, CA
• 05/2020 → 03/2021
  Newport Beach Country Club
  Newport Beach, CA
• 10/2020 → 03/2021
  Sparrow Partners
  Newport Beach, CA
• 04/2022 → 07/2023
  Coastal Valet
  Newport Beach, CA
• 09/2024 → 03/2025
  Milo
  Waco, TX
• 05/2025 → 08/2025
  Essential Holdings
  Newport Beach, CA
• 01/2016 → 05/2019
  Unemployed
  Newport Beach, CA
• 09/2019 → 04/2020
  Unemployed
  Newport Beach, CA
• 03/2021 → 03/2022
  Unemployed
  Newport Beach, CA
• 08/2023 → 08/2024
  Unemployed
  Newport Beach, CA
• 09/2025 → 12/2025
  Unemployed
  Newport Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-27
• S65 Uniform Investment Adviser Law Examination
  2025-07-10