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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Newport Beach | CA | 08/2021 | Present |
| Imperial Waterpolo Club, Inc. | Newport Beach | CA | 08/2021 | 07/2022 |
| Insight Global | Brooklyn | NY | 06/2020 | 10/2020 |
| St. Francis College | Brooklyn | NY | 06/2019 | 12/2020 |
| St. Francis College | Brooklyn | NY | 09/2018 | 06/2021 |
| Sage Hill School | Newport Beach | CA | 09/2014 | 06/2018 |
| Harbor View Swim Team | Newport Beach | CA | 06/2014 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
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