Best Investors Account Sign in
Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-15
  • NY RA
    APPROVED
    Since 2021-06-15

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ayco Cohoes NY 01/2020 01/2021
Shenendehowa Central School District Clifton Park NY 04/2018 01/2020
Roadrunner Financial, A Division Of Octane Lending New York NY 02/2017 07/2017
Unemployed Burnt Hills NY 09/2016 01/2017
Utica College Utica NY 01/2018 12/2018
Unemployed Burnt Hills NY 08/2017 04/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 01/2020 → 01/2021
    Ayco
    Cohoes, NY
  • 04/2018 → 01/2020
    Shenendehowa Central School District
    Clifton Park, NY
  • 02/2017 → 07/2017
    Roadrunner Financial, A Division Of Octane Lending
    New York, NY
  • 09/2016 → 01/2017
    Unemployed
    Burnt Hills, NY
  • 01/2018 → 12/2018
    Utica College
    Utica, NY
  • 08/2017 → 04/2018
    Unemployed
    Burnt Hills, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-14
S63 Uniform Securities Agent State Law Examination 1996-12-27
  • S66 Uniform Combined State Law Examination
    2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    1996-12-27
Other Names
  • John Francis Depaola

View on SEC IAPD

More in Cohoes, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor