Rithika R Katpally
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Goldman Sachs & Co.llcJun 2024 to Aug 2024
- Boston CollegeAug 2023 to May 2025
- Renuka Plasti CraftsJun 2022 to Aug 2023
- Cvs Co.Jun 2021 to Sep 2021
- Stony Brook UniversityAug 2018 to May 2022
- Kumon Learning CenterSep 2016 to Aug 2018
- Shaker High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7940850
- Firm CRD
- 106693