Kexin Yang
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2023 to now
- Goldman Sachs & Co. LLCAug 2023 to now
- Asian Pacific American Legal Resource CenterSep 2022 to Dec 2022
- Goldman SachsJun 2022 to Aug 2022
- Tzedek DcJan 2022 to Apr 2022
- The George Washington UniversityAug 2020 to May 2023
- Self-employedJun 2019 to May 2020
- The Bail ProjectDec 2018 to May 2019
- Office of Public Affairs, Washington University In St. LouisSep 2018 to Apr 2019
- Washington University In St. LouisAug 2015 to Dec 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
- 7585431
- Firm CRD
- 106693