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Sarrah Lauren Schreffler

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

East Washington, DC

CRD 7373652

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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
DC RA APPROVED 2026-01-15
  • DC RA
    APPROVED
    Since 2026-01-15

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States

101 Constitution Avenue Nw Suite 1000, East Washington, DC 20001 • 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
Cambridge Associates Arlington VA 06/2018 04/2021
Denison University Library Granville OH 06/2016 05/2018
Jcrew Plymouth Meeting PA 06/2015 12/2017
Denison University Orientation Granville OH 08/2015 08/2017
Goldman Sachs Washington DC 05/2021 Present
Denison University Granville OH 08/2014 05/2018
  • 06/2018 → 04/2021
    Cambridge Associates
    Arlington, VA
  • 06/2016 → 05/2018
    Denison University Library
    Granville, OH
  • 06/2015 → 12/2017
    Jcrew
    Plymouth Meeting, PA
  • 08/2015 → 08/2017
    Denison University Orientation
    Granville, OH
  • 05/2021 → Present
    Goldman Sachs
    Washington, DC
  • 08/2014 → 05/2018
    Denison University
    Granville, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2021-07-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2021-07-20
Other Names
  • Sarrah Schreffler

View on SEC IAPD

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