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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 | 2021-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | Latham | NY | 12/2019 | Present |
| Barhems Corporation | Flushing | NY | 06/2019 | 12/2019 |
| Unemployed | Buffalo | NY | 02/2019 | 06/2019 |
| Kingway Int'l Trade Co., Ltd | Qingdao | 05/2018 | 08/2018 | |
| International Student Services (Suny Buffalo) | Buffalo | NY | 08/2017 | 10/2017 |
| The Suny At Buffalo | Buffalo | NY | 08/2017 | 02/2019 |
| Tellon Trading Inc. | Norcross | GA | 08/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-29 |
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