Nishtha Agarwal
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.
- Goldman Sachs Wealth Services, L.P.Oct 2024 to now
- Ayco, Goldman SachsAug 2024 to now
- -Jun 2024 to Aug 2024
- Union College Economics DepartmentSep 2023 to Jun 2024
- Union College MarketSep 2023 to Jun 2024
- Ayco, Goldman SachsJun 2023 to Aug 2023
- Invest IndiaJun 2022 to Aug 2022
- Union College Students Dean OfficeSep 2021 to Nov 2023
- Tamarind ChutneyJun 2021 to Aug 2021
- Union CollegeSep 2020 to Jun 2024
- -Apr 2020 to Sep 2020
- Welham Girls' SchoolApr 2012 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7762788
- Firm CRD
- 106693