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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 2023-04-17
  • NJ RA
    APPROVED
    Since 2023-04-17

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
Allstate Gardiner NY 03/2019 06/2021
Suny New Paltz New Paltz NY 08/2018 05/2021
Goldman Sachs Ayco Personal Financial Management Cohoes NY 06/2021 Present
Dunkin' Donuts West Nyack NY 01/2018 02/2019
Hollister Co. West Nyack NY 09/2017 03/2018
Sterling National Bank Stony Point NY 06/2017 08/2017
North Rockland High School Thiells NY 09/2014 06/2018
  • 03/2019 → 06/2021
    Allstate
    Gardiner, NY
  • 08/2018 → 05/2021
    Suny New Paltz
    New Paltz, NY
  • 06/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Cohoes, NY
  • 01/2018 → 02/2019
    Dunkin' Donuts
    West Nyack, NY
  • 09/2017 → 03/2018
    Hollister Co.
    West Nyack, NY
  • 06/2017 → 08/2017
    Sterling National Bank
    Stony Point, NY
  • 09/2014 → 06/2018
    North Rockland High School
    Thiells, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2021-12-13
Other Names
  • Amanda N Samudio
  • Amanda Nicole Samudio

View on SEC IAPD

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