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Vishaan Shetty

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7685187

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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 2026-04-02
  • CA RA
    APPROVED
    Since 2026-04-02

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 01/2026 Present
Henry Bears Park Newton MA 01/2020 08/2021
Mosher's Men's Store Newton MA 06/2019 07/2019
Goldman Sachs & Co. Seattle WA 01/2023 06/2023
Andersen Tax Boston MA 01/2022 04/2022
Northeastern University - Cssh Boston MA 09/2021 05/2024
Dyb Choisun Language Academy Suji-Gu 09/2024 02/2025
Kinds Dining & Entertainment Boston MA 08/2021 10/2021
Newton North High School Newton MA 09/2016 06/2020
Northeastern University Economics Department Boston MA 09/2021 12/2023
Northeastern University Boston MA 09/2020 05/2024
Unemployed Brookline MA 03/2025 12/2025
Unemployed Boston MA 06/2024 08/2024
  • 01/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 01/2020 → 08/2021
    Henry Bears Park
    Newton, MA
  • 06/2019 → 07/2019
    Mosher's Men's Store
    Newton, MA
  • 01/2023 → 06/2023
    Goldman Sachs & Co.
    Seattle, WA
  • 01/2022 → 04/2022
    Andersen Tax
    Boston, MA
  • 09/2021 → 05/2024
    Northeastern University - Cssh
    Boston, MA
  • 09/2024 → 02/2025
    Dyb Choisun Language Academy
    Suji-Gu
  • 08/2021 → 10/2021
    Kinds Dining & Entertainment
    Boston, MA
  • 09/2016 → 06/2020
    Newton North High School
    Newton, MA
  • 09/2021 → 12/2023
    Northeastern University Economics Department
    Boston, MA
  • 09/2020 → 05/2024
    Northeastern University
    Boston, MA
  • 03/2025 → 12/2025
    Unemployed
    Brookline, MA
  • 06/2024 → 08/2024
    Unemployed
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-16
  • S66 Uniform Combined State Law Examination
    2025-12-16

View on SEC IAPD

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