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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-22 |
Branch Locations
200 South Biscayne Blvd Suite 3700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 08/2015 | 05/2019 |
| Adam Weirich | Miami | FL | 05/2018 | 08/2018 |
| Unemployed | Pinecrest | FL | 06/2019 | 06/2019 |
| Axa Advisors Llc | New York | NY | 07/2019 | 06/2020 |
| Westminster Christian School | Palmetto Bay | FL | 08/2008 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 04/2021 |
| Masterworks Investor Services Llc | New York | NY | 04/2021 | 06/2023 |
| Independent Brokerage Solutions Llc | New York | NY | 04/2021 | 03/2022 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2022 | 06/2023 |
| Masterworks Advisers, Llc | New York | NY | 06/2023 | 07/2023 |
| Goldman Sachs & Co Llc | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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