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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 | 2021-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoprite | Hudson | NY | 10/2016 | 08/2017 |
| Greenport Municipal Water Department | Hudson | NY | 05/2018 | 08/2018 |
| Greenport Municipal Water Department | Hudson | NY | 05/2019 | 08/2019 |
| Cpl: Architecture - Engineering - Planning | Rochester | NY | 05/2020 | 08/2020 |
| Goldman Sachs Ayco Personal Financial Management | Cohoes | NY | 06/2021 | Present |
| Unemployed | Hudson | NY | 07/2010 | 10/2016 |
| Alfred University | Alfred | NY | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
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