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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 | 2021-05-04 |
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 |
|---|---|---|---|---|
| Ayco, A Goldman Sachs Company | Irvine | CA | 04/2019 | Present |
| Uci Student Housing | Irvine | CA | 08/2018 | 06/2019 |
| California State Summer School For Mathematics And Sciene | Irvine | CA | 07/2018 | 08/2018 |
| Kumon Math And Reading Center | Northridge | CA | 08/2015 | 07/2018 |
| Granada Hills Charter High School | Granada Hills | CA | 09/2013 | 06/2017 |
| University Of California Irvine | Irivne | CA | 09/2017 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-27 |
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