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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 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

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
Brighthouse Financial Charlotte NC 06/2022 03/2024
Fan Insider Llc Carlsbad CA 10/2017 06/2022
Fire Island Concessions Long Island NY 05/2016 10/2017
Nim Wealth Solutions San Jose CA 03/2025 Present
Nim Financial & Insurance And Annuity Solutions, Inc. Sam Jose CA 03/2024 Present
  • 06/2022 → 03/2024
    Brighthouse Financial
    Charlotte, NC
  • 10/2017 → 06/2022
    Fan Insider Llc
    Carlsbad, CA
  • 05/2016 → 10/2017
    Fire Island Concessions
    Long Island, NY
  • 03/2025 → Present
    San Jose, CA
  • 03/2024 → Present
    Nim Financial & Insurance And Annuity Solutions, Inc.
    Sam Jose, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Ryan Molesworth

View on SEC IAPD

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