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Shiv Raizada

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 7376318

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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
NJ RA APPROVED 2025-11-05
  • NJ RA
    APPROVED
    Since 2025-11-05

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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
Advantage Xpo Onsite Ayco Cohoes NY 04/2021 04/2022
Raizada Fuel Wynantskill NY 06/2019 03/2021
Le Moyne College Syracuse NY 09/2015 05/2019
Goldman Sachs Ayco Cohoes NY 04/2022 Present
  • 04/2021 → 04/2022
    Advantage Xpo Onsite Ayco
    Cohoes, NY
  • 06/2019 → 03/2021
    Raizada Fuel
    Wynantskill, NY
  • 09/2015 → 05/2019
    Le Moyne College
    Syracuse, NY
  • 04/2022 → Present
    Goldman Sachs Ayco
    Cohoes, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-21
S63 Uniform Securities Agent State Law Examination 2022-06-01
  • S66 Uniform Combined State Law Examination
    2024-11-21
  • S63 Uniform Securities Agent State Law Examination
    2022-06-01

View on SEC IAPD

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