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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
100 Coliseum Drive, Cohoes, NY 12047 • United States
125 High Street 20Th Floor, Boston, MA 02110-2704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co Llc | New York | NY | 07/2023 | Present |
| Siena College | Loudonville | NY | 09/2022 | 05/2023 |
| Goldman Sachs & Co Llc | Boston | MA | 06/2022 | 08/2022 |
| Siena College | Loudonville | NY | 09/2021 | 05/2022 |
| Goldman Sachs & Co Llc | Cohoes | NY | 06/2021 | 08/2021 |
| Siena College | Loudonville | NY | 09/2020 | 05/2021 |
| Strategic Solutions Healthcare Management Consultants | Clifton Park | NY | 06/2020 | 09/2020 |
| Siena College | Loudonville | NY | 09/2019 | 05/2020 |
| Strategic Solutions Healthcare Management Consultants | Clifton Park | NY | 06/2019 | 08/2019 |
| Shaker High School | Latham | NY | 09/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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