Best Investors Account Sign in

Aaron C Difiore

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7221125

Claim This Profile
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 2023-11-15
  • NY RA
    APPROVED
    Since 2023-11-15

Branch Locations

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 Irvine CA 01/2020 01/2021
The Ayco Company, L.P. Latham NY 06/2018 08/2018
The Ayco Company, L.P. Latham NY 05/2019 08/2019
Le Moyne College Syracuse NY 08/2016 12/2019
Verrillo Motor Car Company Clifton Park NY 05/2016 08/2019
Goldman Sachs & Co. Llc Irvine CA 01/2021 Present
  • 01/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 06/2018 → 08/2018
    The Ayco Company, L.P.
    Latham, NY
  • 05/2019 → 08/2019
    The Ayco Company, L.P.
    Latham, NY
  • 08/2016 → 12/2019
    Le Moyne College
    Syracuse, NY
  • 05/2016 → 08/2019
    Verrillo Motor Car Company
    Clifton Park, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-02
  • S66 Uniform Combined State Law Examination
    2020-07-02

View on SEC IAPD

More in Cohoes, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor