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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 | 2023-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs, The Ayco Company Lp | Cohoes | NY | 11/2019 | Present |
| Howard Hanna Real Estate Services | Delmar | NY | 11/2016 | Present |
| Associated Petroleum Institute | Albany | NY | 09/2014 | 01/2017 |
Real Estate Broker for Howard Hanna Real Estate Services, a real estate organization. Activity will take place from Delmar, NY. Organization is not primarily engaged in investment-related activity. Start date was November 15, 2016. Twenty hours per year. Duties include assisting buyers and sellers with real estate transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-25 |
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