Immanuel Yong Zhong Tan

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

• 04/2010 → Present
  Goldman, Sachs & Co.
  New York, NY
• 10/2020 → 02/2024
  United Capital Financial Advisers, Llc
  Newport Beach, CA

Previous Registrations

• 2021-01-12 → 2023-11-17
  United Capital Financial Advisors
  New York, NY

Other Businesses

Investment Committee member of United Methodist City Society, a non-profit organization. Organization operates out of New York, NY. Organization is not primarily engaged in investment-related activity. Start Date: April 01, 2026. Twelve hours per year. Duties include serving on the Investment Committee of the organization.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-27

Other Names

• Immanuel Tan
• Immanuel Tan