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Goldman Sachs Wealth Services, L.P.

CRD 7275384

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-22

NY RA
APPROVED

Since 2021-06-22

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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Cohoes	NY	07/2020	01/2021
Vector Marketing	Orlando	FL	07/2017	07/2017
Genicon	Winter Park	FL	07/2018	08/2018
Union College	Schenectady	NY	08/2016	06/2020
Axa Advisors	Clifton Park	NY	05/2019	06/2019
Union College	Schenectady	NY	04/2017	06/2020
Goldman Sachs & Co. Llc	Cohoes	NY	01/2021	Present

07/2020 → 01/2021

The Ayco Company, L.P./Mercer Allied

Cohoes, NY
07/2017 → 07/2017

Vector Marketing

Orlando, FL
07/2018 → 08/2018

Genicon

Winter Park, FL
08/2016 → 06/2020

Union College

Schenectady, NY
05/2019 → 06/2019

Axa Advisors

Clifton Park, NY
04/2017 → 06/2020

Union College

Schenectady, NY
01/2021 → Present

Goldman Sachs & Co. Llc

Cohoes, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-12

S66 Uniform Combined State Law Examination

2021-04-12

View on SEC IAPD

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