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Ryan Mcgrath

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7417987

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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 2021-10-22
  • NY RA
    APPROVED
    Since 2021-10-22

Branch Locations

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 07/2021 Present
Kpmg Llp Albany NY 07/2018 07/2021
Suny Research Foundation Albany NY 02/2016 01/2017
Teresa Scicchitano Albany NY 10/2017 07/2018
University At Albany Albany NY 08/2016 05/2018
  • 07/2021 → Present
    Goldman Sachs & Co. Llc
    New York , NY
  • 07/2018 → 07/2021
    Kpmg Llp
    Albany, NY
  • 02/2016 → 01/2017
    Suny Research Foundation
    Albany, NY
  • 10/2017 → 07/2018
    Teresa Scicchitano
    Albany, NY
  • 08/2016 → 05/2018
    University At Albany
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15

View on SEC IAPD

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