Nicholas Anthony Tan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Goldman Sachs & Co.LLc
  New York, NY
• 06/2024 → 08/2024
  Goldman Sachs
  Newport Beach, CA
• 06/2023 → 08/2023
  Bank Of New York Mellon
  New York City, NY
• 09/2021 → 06/2023
  University Of California, San Diego
  La Jolla, CA
• 09/2023 → 06/2024
  University Of California, San Diego
  La Jolla, CA
• 08/2023 → 09/2023
  Unemployed
  San Diego, CA
• 09/2024 → 06/2025
  University Of California, San Diego
  La Jolla, CA
• 08/2024 → 09/2024
  Unemployed
  San Diego, CA
• 06/2025 → 07/2025
  Unemployed
  Tustin, CA
• 08/2010 → 06/2021
  Elementary/Middle/High School
  Eastvale, CA
• 06/2021 → 09/2021
  Unemployed
  Eastvale, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-13

Other Names

• Nicholas Anthony Tan
• Nicholas Anthony A T Tan