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Heather Lynn Hudson

Goldman Sachs Wealth Services, L.P.

Saratoga Springs, NY

Saratoga Springs, NY

CRD 5919587

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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
TX RA APPROVED_RES 2022-01-31
NY RA APPROVED 2021-04-22
  • TX RA
    APPROVED_RES
    Since 2022-01-31
  • NY RA
    APPROVED
    Since 2021-04-22

Branch Locations

Saratoga Springs, NY • United States

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 04/2011 01/2021
Ayco/Goldman Sachs & Co. Llc Latham NY 01/2021 Present
  • 04/2011 → 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 2011-12-17
  • S66 Uniform Combined State Law Examination
    2011-12-17
Other Names
  • Rock Lynn Heather
  • Heather Lynn Rock

View on SEC IAPD

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