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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 | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark International | Nashville | TN | 05/2018 | 06/2019 |
| Mbo Partners - Ubs | Nashville | TN | 07/2019 | 12/2019 |
| Roussel & Associates | Brentwood | TN | 01/2020 | 12/2021 |
| Full-Time Student | Tampa | FL | 07/2014 | 05/2018 |
| Woodbury Financial Services Inc | Brentwood | TN | 05/2021 | 12/2021 |
| Goldman Sachs | Albany | NY | 05/2022 | Present |
| Unemployed | Brentwood | TN | 12/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
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