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Bibhu Chapagain

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
14 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

14 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Feb 2024 to now
  2. Goldman Sachs & Co LLCJul 2023 to now
  3. Goldman Sachs - Ayco - Personal Financial Management GroupJun 2022 to Aug 2022
  4. Berry College - Business and Finance OfficeMay 2021 to May 2023
  5. Berry College - Student EnterpriseDec 2020 to Jan 2021
  6. Berry College - Residence Life OfficeAug 2020 to May 2021
  7. Berry College - Physical PlantJun 2020 to Aug 2020
  8. UnemployedFeb 2020 to Jun 2020
  9. Berry College - Residence Life OfficeOct 2019 to Feb 2020
  10. Berry CollegeAug 2019 to May 2023
  11. Sudhrishi Eye ClinicJul 2019 to Aug 2019
  12. Ullens SchoolAug 2017 to Jun 2019
  13. UnemployedApr 2017 to Aug 2017
  14. Olympia World SchoolApr 2012 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7583065
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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