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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Ayco Personal Financial Management | Cohoes | NY | 07/2021 | Present |
| Bryant University Telefund | Smithfield | RI | 05/2020 | 05/2021 |
| The Mathworks | Natick | MA | 06/2020 | 08/2020 |
| Bryant University Telefund | Smithfield | RI | 08/2018 | 05/2020 |
| Nordstrom | Natick | MA | 05/2019 | 08/2019 |
| Nordstrom | Natick | MA | 06/2018 | 08/2018 |
| Michael's | Natick | MA | 12/2016 | 06/2017 |
| Homegoods | Framingham | MA | 07/2015 | 09/2016 |
| Natick High School | Natick | MA | 09/2013 | 06/2017 |
| Bryant University | Smithfield | RI | 09/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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