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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 2021-03-02
NJ RA APPROVED 2021-01-04
  • NY RA
    APPROVED
    Since 2021-03-02
  • NJ RA
    APPROVED
    Since 2021-01-04

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 Albany NY 01/2020 01/2021
Arnoff Moving And Storage Malta NY 04/2018 01/2020
The Fresh Market Saratoga Springs NY 01/2018 12/2019
Whip's Pool Service Mechanicville NY 06/2013 10/2018
Hartwick College Oneonta NY 08/2013 05/2017
Glens Falls Hospital Glens Falls NY 06/2016 12/2016
Hartwick College Oneonta NY 09/2013 05/2017
Goldman Sachs & Co. Llc Cohoes NY 01/2021 Present
  • 01/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
  • 04/2018 → 01/2020
    Arnoff Moving And Storage
    Malta, NY
  • 01/2018 → 12/2019
    The Fresh Market
    Saratoga Springs, NY
  • 06/2013 → 10/2018
    Whip's Pool Service
    Mechanicville, NY
  • 08/2013 → 05/2017
    Hartwick College
    Oneonta, NY
  • 06/2016 → 12/2016
    Glens Falls Hospital
    Glens Falls, NY
  • 09/2013 → 05/2017
    Hartwick College
    Oneonta, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Cohoes, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-29
  • S66 Uniform Combined State Law Examination
    2020-12-29

View on SEC IAPD

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