Qheliswa Bonga Simelane
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2024 to now
- Goldman SachsAug 2023 to now
- UnemployedMay 2023 to Aug 2023
- Chicago Catholic CharitiesSep 2022 to May 2023
- Goldman SachsJun 2022 to Aug 2022
- UnemployedJan 2022 to May 2022
- Lake Forest CollegeSep 2019 to Dec 2021
- Buzzkid English TutoringJan 2018 to Sep 2019
- Full-time EducationJan 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7584972
- Firm CRD
- 106693