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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-24 |
Branch Locations
200 South Biscayne Blvd Suite 3700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Miami | FL | 06/2016 | 11/2020 |
| Trivest Partners | Coral Gables | FL | 11/2020 | 08/2021 |
| Goldman Sachs & Co. | Miami | FL | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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