Nicholas Anthony Tan
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
16 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
16 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co.llcJul 2025 to now
- UnemployedJun 2025 to Jul 2025
- University of California, San DiegoSep 2024 to Jun 2025
- UnemployedAug 2024 to Sep 2024
- Goldman SachsJun 2024 to Aug 2024
- University of California, San DiegoSep 2023 to Jun 2024
- UnemployedAug 2023 to Sep 2023
- Bank of New York MellonJun 2023 to Aug 2023
- University of California, San DiegoSep 2021 to Jun 2023
- UnemployedJun 2021 to Sep 2021
- Elementary/middle/high SchoolAug 2010 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7941590
- Firm CRD
- 106693