Yuan Yao
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Gwn Securities, Inc.Jan 2025 to Jun 2025
- UnemployedMay 2024 to Jan 2025
- Thaddeus Resource CenterOct 2023 to Apr 2024
- UnemployedJun 2022 to Oct 2023
- The Home DepotOct 2021 to Jun 2022
- California State Polytechnic University, PomonaAug 2021 to May 2024
- Mt. San Antonio CollegeAug 2019 to Jun 2021
- Mark Keppel High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8029824
- Firm CRD
- 106693