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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-22
  • NY RA
    APPROVED
    Since 2021-04-22

Branch Locations

Greenwich, NY • United States

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Albany NY 01/2020 01/2021
Td Bank Lake George NY 05/2019 09/2019
Peckham Materials Hudson Falls NY 06/2018 08/2018
A Cut Above Lawnscapes Schaghticoke NY 05/2017 08/2017
Hartwick College (Intramural Basketball) Oneonta NY 08/2015 05/2018
Hartwick College Oneonta NY 08/2015 05/2019
Unemployed Greenwich NY 10/2019 12/2019
Goldman Sachs & Co. Llc Cohoes NY 01/2021 Present
  • 01/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
  • 05/2019 → 09/2019
    Td Bank
    Lake George, NY
  • 06/2018 → 08/2018
    Peckham Materials
    Hudson Falls, NY
  • 05/2017 → 08/2017
    A Cut Above Lawnscapes
    Schaghticoke, NY
  • 08/2015 → 05/2018
    Hartwick College (Intramural Basketball)
    Oneonta, NY
  • 08/2015 → 05/2019
    Hartwick College
    Oneonta, NY
  • 10/2019 → 12/2019
    Unemployed
    Greenwich, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Cohoes, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-02
  • S66 Uniform Combined State Law Examination
    2020-12-02

View on SEC IAPD

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