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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-17 |
Branch Locations
320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
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