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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 | 2024-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Ayco | Cohoes | NY | 01/2024 | Present |
| Five Star Bank | Rochester | NY | 06/2023 | 01/2024 |
| Five Star Bank | Rochester | NY | 06/2022 | 05/2023 |
| Suny New Paltz Athletic And Wellness Center | New Paltz | NY | 03/2022 | 05/2023 |
| Wegmans Food Markets | Fairport | NY | 08/2017 | 08/2022 |
| Ted Clark And Associates | New Paltz | NY | 09/2021 | 12/2021 |
| Northwestern Mutual | Pittsford | NY | 06/2020 | 10/2020 |
| Tops Friendly Markets | Farmington | NY | 03/2016 | 10/2016 |
| N/A | N/A | NY | 11/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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