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Colin James Giombetti

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Oct 2025 to now
  2. Goldman Sachs & Co LLCJul 2023 to now
  3. Olds Irish Social ClubNov 2022 to Feb 2023
  4. Purshe Kaplan Sterling InvestmentsMay 2022 to Jan 2023
  5. UnemployedAug 2021 to May 2022
  6. Lowe's IncMay 2021 to Aug 2021
  7. UnemployedAug 2020 to May 2021
  8. Stewart's ShopsJun 2020 to Aug 2022
  9. DoordashMar 2020 to Jul 2023
  10. UnemployedAug 2019 to Jun 2020
  11. Stewart's ShopsJun 2019 to Aug 2019
  12. UnemployedJul 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (MA, 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
7788921
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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