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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-31 |
| NY | RA | APPROVED | 2021-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | New York | NY | 09/1986 | Present |
(1) Trustee for The Rockefeller University, an educational institution. Organization is not primarily engaged in investment-related activity. Organization operates out of New York, NY. Start date was January 18, 2002. Less than two hours per month. Duties include serving as a trustee for the organization and assisting with fundraising efforts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-26 |
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