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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 | 2022-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
| Jay Goldman Family Office | New York | NY | 01/2017 | 05/2020 |
| Unemployed | Menands | NY | 05/2020 | 01/2021 |
| West Texas A&M | Menands | NY | 05/2020 | 12/2020 |
| United Lubavitch Yeshiva | Brooklyn | NY | 05/2016 | 01/2017 |
| Cipriani | New York | NY | 08/2016 | 01/2017 |
| Brooklyn College | Brooklyn | NY | 09/2012 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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