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Shea Mccartney

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7333683

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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 2022-03-23
  • NY RA
    APPROVED
    Since 2022-03-23

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
Ayco Goldman Sachs Cohoes NY 06/2019 Present
Purity Ice Cream Co. Ithaca NY 05/2016 12/2018
Tompkins Trust Company Ithaca NY 06/2018 08/2018
University Of Rochester Rochester NY 08/2015 05/2019
  • 06/2019 → Present
    Ayco Goldman Sachs
    Cohoes, NY
  • 05/2016 → 12/2018
    Purity Ice Cream Co.
    Ithaca, NY
  • 06/2018 → 08/2018
    Tompkins Trust Company
    Ithaca, NY
  • 08/2015 → 05/2019
    University Of Rochester
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-03-18

View on SEC IAPD

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