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Adam Christopher Lorch

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7437883

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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 2022-06-02
  • NY RA
    APPROVED
    Since 2022-06-02

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 Cohoes NY 08/2021 Present
Cap Com Fcu Albany NY 04/2019 08/2021
Cap Com Fcu Albany NY 11/2017 04/2019
Trustco Bank Glenville NY 12/2015 11/2017
Siena College Loudonville NY 09/2013 01/2019
  • 08/2021 → Present
    Goldman Sachs
    Cohoes, NY
  • 04/2019 → 08/2021
    Cap Com Fcu
    Albany, NY
  • 11/2017 → 04/2019
    Cap Com Fcu
    Albany, NY
  • 12/2015 → 11/2017
    Trustco Bank
    Glenville, NY
  • 09/2013 → 01/2019
    Siena College
    Loudonville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
  • S66 Uniform Combined State Law Examination
    2022-05-13

View on SEC IAPD

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