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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 | 2021-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 01/2018 | 01/2021 |
| Unemployed | Washingtonville | NY | 10/2017 | 01/2018 |
| Michelino's Pizzaria | Monroe | NY | 07/2017 | 10/2017 |
| Unemployed | Washingtonville | NY | 05/2017 | 07/2017 |
| Siena College | Loudonville | NY | 09/2013 | 05/2017 |
| Siena College Research Institute | Loudonville | NY | 09/2015 | 02/2017 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-14 |
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