Kaitlyn Nandita Mohabir
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2026 to now
- Goldman Sachs & Co. LLCJul 2026 to now
- Johnson & JohnsonJan 2025 to May 2025
- Connectone BankMay 2024 to Aug 2024
- Addams Tavern - Harvest Resturant GroupJul 2023 to Jul 2026
- Grille StoneMay 2023 to Jul 2023
- Henry's DinerSep 2022 to Jul 2023
- Darby Road Public House & RestaurantAug 2020 to Jul 2023
- Scotch Plains Fanwood High SchoolSep 2018 to Sep 2022
- Park Middle SchoolJul 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8116952
- Firm CRD
- 106693