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Nicholas Alexander Schell

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7941606

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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 2026-08-28
  • CA RA
    APPROVED
    Since 2026-08-28

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 07/2026 Present
Sierra Vista Middle School Irvine CA 07/2016 08/2018
Northwood High School Irvine CA 09/2018 06/2022
Coldstone Creamery Irvine CA 05/2021 07/2021
Specialty Advisory Services Irvine CA 07/2021 07/2022
The Pennsylvania State University University Park PA 07/2022 05/2026
Sharkies Bar And Bottle Shop State College PA 08/2024 05/2025
The Pennsylvania University University Park PA 09/2025 05/2026
Kpmg Espana Madrid 06/2023 08/2023
Goldman Sachs & Co. Llc Newport Beach CA 06/2024 08/2024
Goldman Sachs & Co Newport Beach CA 06/2025 08/2025
24 Carrots Costa Mesa CA 05/2025 05/2026
  • 07/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 07/2016 → 08/2018
    Sierra Vista Middle School
    Irvine, CA
  • 09/2018 → 06/2022
    Northwood High School
    Irvine, CA
  • 05/2021 → 07/2021
    Coldstone Creamery
    Irvine, CA
  • 07/2021 → 07/2022
    Specialty Advisory Services
    Irvine, CA
  • 07/2022 → 05/2026
    The Pennsylvania State University
    University Park, PA
  • 08/2024 → 05/2025
    Sharkies Bar And Bottle Shop
    State College, PA
  • 09/2025 → 05/2026
    The Pennsylvania University
    University Park, PA
  • 06/2023 → 08/2023
    Kpmg Espana
    Madrid
  • 06/2024 → 08/2024
    Goldman Sachs & Co. Llc
    Newport Beach, CA
  • 06/2025 → 08/2025
    Goldman Sachs & Co
    Newport Beach, CA
  • 05/2025 → 05/2026
    24 Carrots
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-12
  • S66 Uniform Combined State Law Examination
    2025-07-12

View on SEC IAPD

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