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Courtney Kate Krisanda

Goldman Sachs Wealth Services, L.P.

Saratoga Springs, NY

CRD 4787045

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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 2021-04-22
  • NY RA
    APPROVED
    Since 2021-04-22

Branch Locations

321 Broadway 4Th Floor, Saratoga Springs, NY 12866 • 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
The Ayco Company, L.P./Mercer Allied Latham NY 11/2009 01/2021
Ayco/Goldman Sachs & Co. Llc Latham NY 01/2021 Present
  • 11/2009 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2021 → Present
    Ayco/Goldman Sachs & Co. Llc
    Latham, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-08
S63 Uniform Securities Agent State Law Examination 2004-05-06
  • S66 Uniform Combined State Law Examination
    2010-11-08
  • S63 Uniform Securities Agent State Law Examination
    2004-05-06
Other Names
  • Courtney Kate Brennan

View on SEC IAPD

Nearby Firms

SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN

Nearby Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY

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