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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 2023-11-29
  • CA RA
    APPROVED
    Since 2023-11-29

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 & Co Llc New York NY 07/2023 Present
Jacks Donuts Brownsburg IN 11/2017 08/2020
Vineyard Vines Indianapolis IN 11/2020 07/2023
Kpmg Indianapolis IN 06/2021 08/2021
Somerset Cpas And Advisors Indianapolis IN 01/2022 04/2022
Butler University Indianapolis IN 01/2020 03/2020
Butler University Indianapolis IN 08/2021 05/2022
Brownsburg High School Brownsburg IN 08/2015 05/2019
  • 07/2023 → Present
    Goldman Sachs & Co Llc
    New York, NY
  • 11/2017 → 08/2020
    Jacks Donuts
    Brownsburg, IN
  • 11/2020 → 07/2023
    Vineyard Vines
    Indianapolis, IN
  • 06/2021 → 08/2021
    Kpmg
    Indianapolis, IN
  • 01/2022 → 04/2022
    Somerset Cpas And Advisors
    Indianapolis, IN
  • 01/2020 → 03/2020
    Butler University
    Indianapolis, IN
  • 08/2021 → 05/2022
    Butler University
    Indianapolis, IN
  • 08/2015 → 05/2019
    Brownsburg High School
    Brownsburg, IN
Other Businesses

(1) Part-time employee of Bambino Technologies, Inc., a childcare organization. Activity will take place from Irvine, CA. Organization is not primarily engaged in investment-related activity. Start Date: September 12, 2022. Eight hours per week. Duties include providing childcare services for the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2023-09-12
Other Names
  • Amina Bah

View on SEC IAPD

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