Best Investors
Account
Sign in
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 | 11/2018 | 01/2021 |
| Allied Universal Security Services | Albany | NY | 01/2015 | 11/2018 |
| The College Of Saint Rose | Albany | NY | 08/2016 | 12/2017 |
| The College Of Saint Rose | Albany | NY | 03/2018 | 05/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
Reach out to this advisor