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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-30 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 01/2020 | 01/2021 |
| Csu Long Beach | Long Beach, California | CA | 01/2019 | 12/2019 |
| Long Beach City College | Long Beach | CA | 01/2018 | 12/2018 |
| Olympix Fitness | Long Beach | CA | 05/2018 | 10/2018 |
| 49Er Shops Csu Long Beach | Long Beach | CA | 01/2018 | 01/2018 |
| Finance Agents Inc. | Newport Beach | CA | 01/2017 | 12/2017 |
| Csu Northridge | Northridge | CA | 08/2015 | 05/2016 |
| Unemployed | Costa Mesa | CA | 06/2016 | 12/2016 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
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