Best Investors Account Sign in
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 04/2010 01/2021
Goldman Sachs & Co. Llc Latham NY 01/2021 Present
  • 04/2010 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Latham, NY
Other Businesses

Owner of LeAnn Kelly at Winslow LLC, a horse boarding business. Organization operates out of Saratoga Springs, NY. Organization is not primarily engaged in investment-related activity. Start Date: January 31, 2026. Five hours per years. Duties include the general management of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-31
  • S66 Uniform Combined State Law Examination
    2011-03-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Saratoga Springs, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor