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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 | 2021-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saratoga Springs City School District | Saratoga Springs | NY | 09/2002 | 09/2016 |
| Binghamton University | Binghamton | NY | 09/2016 | 05/2020 |
| Saratoga County Public Defender's Office | Saratoga Springs | NY | 05/2017 | 08/2017 |
| Kilwin's | Saratoga Springs | NY | 07/2015 | 08/2018 |
| American Eagle Outfitters | Binghamton | NY | 09/2018 | 01/2019 |
| Urban Roots | Saratoga Springs | NY | 06/2019 | 08/2019 |
| Lex & Cleo | Saratoga Springs | NY | 10/2020 | Present |
| New York Life | Saratoga Springs | NY | 01/2021 | 02/2021 |
| N/A | Saratoga Springs | NY | 05/2020 | 10/2020 |
(1) Owner at Element Wardrobe, a women's athletic clothing company. Organization's primary address is in Saratoga Springs, NY. Organization is not primarily engaged in investment-related activity. Start Date is December 1, 2020. Ten hours per month. Duties include ordering and selling branded clothing items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
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