Joshua Nicholas Gregg

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-05-10
NY	RA	APPROVED	2021-04-22

TX RA
APPROVED_RES

Since 2022-05-10
NY RA
APPROVED

Since 2021-04-22

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Latham	NY	03/2015	01/2021
Goldman Sachs & Co. Llc	Cohoes	NY	01/2021	Present

03/2015 → 01/2021

The Ayco Company, L.P./Mercer Allied

Latham, NY
01/2021 → Present

Goldman Sachs & Co. Llc

Cohoes, NY

Other Businesses

(1) Maple Syrup Producer at Maple Syrup Sales Joshua Gregg, a maple syrup production company. Organization's primary address is in Cohoes, NY. Organization is not primarily engaged in investment-related activity. Start Date is January 1, 2018. Four hours per week. Duties include managing, producing, and selling maple syrup.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-01

S66 Uniform Combined State Law Examination

2015-09-01

View on SEC IAPD