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Devin J Coffey

Goldman Sachs Wealth Services, L.P.

Austin, TX

San Fransisco, CA

CRD 7005011

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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
TX RA APPROVED 2022-05-09
CA RA APPROVED 2021-11-11
  • TX RA
    APPROVED
    Since 2022-05-09
  • CA RA
    APPROVED
    Since 2021-11-11

Branch Locations

Austin, TX • United States

555 California St, San Fransisco, CA 94104 • 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 & Co. Llc Saratoga Springs NY 08/2018 01/2019
Union College Schenectady NY 09/2017 06/2018
Ayco A Goldman Sachs Company Saratoga Springs NY 01/2017 06/2018
Union College Schenectady NY 09/2016 06/2017
Prime At Saratoga National Saratoga Springs NY 06/2016 09/2016
Goldman Sachs & Co. Llc San Francisco CA 01/2019 Present
  • 08/2018 → 01/2019
    Goldman Sachs & Co. Llc
    Saratoga Springs, NY
  • 09/2017 → 06/2018
    Union College
    Schenectady, NY
  • 01/2017 → 06/2018
    Ayco A Goldman Sachs Company
    Saratoga Springs, NY
  • 09/2016 → 06/2017
    Union College
    Schenectady, NY
  • 06/2016 → 09/2016
    Prime At Saratoga National
    Saratoga Springs, NY
  • 01/2019 → Present
    Goldman Sachs & Co. Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
S63 Uniform Securities Agent State Law Examination 2018-11-10
  • S66 Uniform Combined State Law Examination
    2021-11-10
  • S63 Uniform Securities Agent State Law Examination
    2018-11-10
Other Names
  • Devin J Coffey

View on SEC IAPD

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