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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-26 |
Branch Locations
Yorktown Heights, NY • United States
200 West Street, New York, NY 10282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | New York | NY | 08/2012 | 12/2020 |
| Skadden, Arps, Slate, Meagher & Flom | White Plains | NY | 10/2022 | 03/2023 |
| Goldman Sachs & Co.LLc | New York | NY | 05/2023 | Present |
| Goldman Sachs & Co.LLc | New York | NY | 12/2020 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-07 |
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