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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 | 2021-04-22 |
Branch Locations
321 Broadway 4Th Floor, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 08/2007 | 01/2021 |
| Goldman Sachs & Co. Llc | Latham | NY | 01/2021 | Present |
Co-owner of Divine Sole, LLC, footwear retail organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Saratoga Springs, NY. Start date was December 1, 2020. Less than one hour per week. Duties include assisting in managing the affairs of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-23 |
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