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Nathan A Derrick

Goldman Sachs Wealth Services, L.P.

Waterford, NY

Cohoes, NY

CRD 7400472

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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
NY RA APPROVED 2021-10-09
  • NY RA
    APPROVED
    Since 2021-10-09

Branch Locations

Waterford, NY • 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
The Ayco Company Latham NY 05/2019 09/2019
The Ayco Company Cohoes NY 06/2020 08/2020
Full-Time Education Waterford NY 06/2011 05/2019
Full-Time Education Waterford NY 09/2019 06/2020
Full-Time Education Waterford NY 08/2020 06/2021
Goldman Sachs & Co.LLc Cohoes NY 06/2021 Present
  • 05/2019 → 09/2019
    The Ayco Company
    Latham, NY
  • 06/2020 → 08/2020
    The Ayco Company
    Cohoes, NY
  • 06/2011 → 05/2019
    Full-Time Education
    Waterford, NY
  • 09/2019 → 06/2020
    Full-Time Education
    Waterford, NY
  • 08/2020 → 06/2021
    Full-Time Education
    Waterford, NY
  • 06/2021 → Present
    Goldman Sachs & Co.LLc
    Cohoes, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-09
  • S66 Uniform Combined State Law Examination
    2021-10-09
Other Names
  • Nathan A Derrick
  • Nathan Alexander Derrick

View on SEC IAPD

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