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Financial ADVSR advisor directory · SEC adviser records

Goldman Sachs Wealth Services, L.P. financial advisors in California

Every SEC-registered investment adviser representative at a Goldman Sachs Wealth Services, L.P. office in California, by city and A to Z.

The short answer

148 registered advisors work at Goldman Sachs Wealth Services, L.P. in California, out of 1,055 nationwide; it's the firm's number 2 state by advisors, and the most are in Newport Beach (142). 1 list the CFP designation and 148 are also registered broker representatives.

Goldman Sachs Wealth Services, L.P. advisors by city in California

Every firm in California →

Newport Beach 142San Francisco 3Costa Mesa 1Fountain Valley 1Sunnyvale 1

Goldman Sachs Wealth Services, L.P. advisors in California, A to Z

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Goldman Sachs Wealth Services, L.P. advisors in every state →Goldman Sachs Wealth Services, L.P.: assets, clients and custodians →Goldman Sachs news and advisor moves →Advisor Moves: who changed firms this week →

Goldman Sachs Wealth Services, L.P. in other states

New York 347Texas 144Illinois 114New Jersey 101Georgia 79Pennsylvania 34Michigan 32Massachusetts 21Florida 10District of Columbia 8Connecticut 6Washington 4

Questions

How many Goldman Sachs Wealth Services, L.P. financial advisors are in California?

148 investment adviser representatives are registered at Goldman Sachs Wealth Services, L.P. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,055 at the firm nationwide. 1 list the CFP designation and 148 are also registered as broker representatives.

Where in California does Goldman Sachs Wealth Services, L.P. have the most advisors?

Newport Beach, with 142, then San Francisco (3). Goldman Sachs Wealth Services, L.P. has advisors in 5 cities in California.

How do I check a Goldman Sachs Wealth Services, L.P. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Goldman Sachs Wealth Services, L.P. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.