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Jacob Anthony Pollicino

Goldman Sachs Wealth Services, L.P.

New York, NY

Cohoes, NY

CRD 7400208

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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
TX RA APPROVED 2022-05-10
NY RA APPROVED 2021-11-17
  • TX RA
    APPROVED
    Since 2022-05-10
  • NY RA
    APPROVED
    Since 2021-11-17

Branch Locations

200 West Street , New York, NY 10282-2198 • United States

100 Coliseum Drive, Cohoes, NY 12047 • 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
Goldman Sachs & Co. Llc New York NY 06/2021 Present
J.P. Morgan Chase Albany NY 03/2021 06/2021
Unemployed Schenectady NY 03/2020 03/2021
De Angelo's Ristorante Schenectady NY 12/2019 03/2020
Men's Wearhouse Albany NY 11/2019 12/2019
Men's Wearhouse Schenectady NY 03/2018 11/2019
Lowe's Schenectady NY 10/2017 03/2018
Men's Wearhouse Schenectady NY 06/2016 10/2017
Siena College Loudonville NY 09/2017 05/2021
Scotia-Glenville High School Scotia NY 09/2013 06/2017
  • 06/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 03/2021 → 06/2021
    J.P. Morgan Chase
    Albany, NY
  • 03/2020 → 03/2021
    Unemployed
    Schenectady, NY
  • 12/2019 → 03/2020
    De Angelo's Ristorante
    Schenectady, NY
  • 11/2019 → 12/2019
    Men's Wearhouse
    Albany, NY
  • 03/2018 → 11/2019
    Men's Wearhouse
    Schenectady, NY
  • 10/2017 → 03/2018
    Lowe's
    Schenectady, NY
  • 06/2016 → 10/2017
    Men's Wearhouse
    Schenectady, NY
  • 09/2017 → 05/2021
    Siena College
    Loudonville, NY
  • 09/2013 → 06/2017
    Scotia-Glenville High School
    Scotia, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15

View on SEC IAPD

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