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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 | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skidmore College Financial Aid Office | Saratoga Springs | NY | 05/2018 | 02/2019 |
| Skidmore College Financial Services | Saratoga Springs | NY | 01/2018 | 05/2018 |
| Opportunity Bank Ltd Uganda | Kampala | 12/2017 | 01/2018 | |
| Goldman Sachs Ayco Personal Financial Management | Cohoes | NY | 08/2021 | 07/2022 |
| Waterford Kamhlaba United College Of Southern Africa | Mbabane | 01/2015 | 11/2016 | |
| Skidmore College | Saratoga Springs | NY | 07/2017 | 06/2021 |
| Vacation | Harare | 12/2016 | 07/2017 | |
| Goldman Sachs Ayco Personal Financial Management | Cohoes | NY | 07/2024 | Present |
| The University At Albany (Suny) | Albany | NY | 08/2022 | 12/2023 |
| The University At Albany (Suny) | Albany | NY | 04/2024 | 07/2024 |
| Vacation | Troy | NY | 12/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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