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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-06-30 |
Branch Locations
320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 12/2019 | 01/2021 |
| Rutgers University | Mendham | NJ | 09/2015 | 08/2017 |
| Sobel Tinari Economics Group | Livingston | NJ | 07/2018 | 12/2019 |
| Corporate Realty | Hoboken | NJ | 01/2018 | 12/2019 |
| Nitro Flex Fitness Gym | Chester | NJ | 02/2014 | 07/2018 |
| Johnson & Johnson | New Brunswick | NJ | 06/2017 | 12/2017 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
(1) Owner at George Skaltsis LLC, a cryptocurrency mining company. Organization's primary address is in Chester, NJ. Organization is not primarily engaged in investment-related activity. Start Date is May 26th, 2021. One hour per month. Duties include setup and management of computers and software. (2) Owner of MM-AS Limited Liability Company, a real estate investment business. Activity will take place from Morristown, NJ. Organization is engaged in investment-related activity. Start date was September 19, 2022. One hour per month. Duties include the general management of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
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