Trevor Dinh
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
5 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
5 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2022 to now
- Goldman Sachs Ayco Personal Financial ManagementOct 2021 to now
- Wells FargoMay 2021 to Oct 2021
- Wells Fargo Private BankJul 2020 to May 2021
- UnemployedJan 2020 to Jun 2020
- Willis Johnson & AssociatesAug 2019 to Dec 2019
- Wells FargoMay 2019 to Aug 2019
- Rsm US LLPJan 2019 to Apr 2019
- UnemployedAug 2017 to Dec 2018
- PokeworksJul 2017 to Jul 2017
- 85c BakeryJun 2017 to Jul 2017
- UnemployedJan 2017 to Jun 2017
- Smelly PotAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7459872
- Firm CRD
- 106693