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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 | 2021-03-02 |
| NJ | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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