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Danielle Nicole Wright

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7504528

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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 2022-04-13
  • CA RA
    APPROVED
    Since 2022-04-13

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 Irvine CA 01/2022 Present
University Of California, Riverside Riverside CA 08/2020 03/2021
Unemployed Romoland CA 03/2021 01/2022
Unemployed/Student Romoland CA 06/2020 08/2020
University Of California, Riverside Riverside CA 04/2020 06/2020
University Of California Riverside Riverside CA 09/2018 03/2021
Unemployed/Student Romoland CA 09/2019 04/2020
Ayco, A Goldman Sachs Company Irvine CA 11/2017 09/2019
Unemployed Romoland CA 03/2017 11/2017
Allstate Insurance Company Corona CA 12/2016 03/2017
Big League Dreams Perris CA 11/2014 12/2016
University Of California, Riverside Riverside CA 09/2013 06/2017
  • 01/2022 → Present
    Goldman Sachs
    Irvine, CA
  • 08/2020 → 03/2021
    University Of California, Riverside
    Riverside, CA
  • 03/2021 → 01/2022
    Unemployed
    Romoland, CA
  • 06/2020 → 08/2020
    Unemployed/Student
    Romoland, CA
  • 04/2020 → 06/2020
    University Of California, Riverside
    Riverside, CA
  • 09/2018 → 03/2021
    University Of California Riverside
    Riverside, CA
  • 09/2019 → 04/2020
    Unemployed/Student
    Romoland, CA
  • 11/2017 → 09/2019
    Ayco, A Goldman Sachs Company
    Irvine, CA
  • 03/2017 → 11/2017
    Unemployed
    Romoland, CA
  • 12/2016 → 03/2017
    Allstate Insurance Company
    Corona, CA
  • 11/2014 → 12/2016
    Big League Dreams
    Perris, CA
  • 09/2013 → 06/2017
    University Of California, Riverside
    Riverside, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-03-18
Other Names
  • Danielle N Wright

View on SEC IAPD

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