AV
AV

Aditya Digesh Vashi

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
990 advisors
Number of Clients
121,236 clients
Average Client Portfolio
$214K average
Assets Under Management
$26.0B

Fee Structure

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Location

4000 MacArthur Boulevard, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
February 2023 - Present · 3 yrs
Goldman Sachs & CO. LLCBroker
February 2023 - Present · 3 yrs
State Registrations2 states
CANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.