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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 | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 04/2019 | 01/2021 |
| Bmw Of South Albany | Glenmont | NY | 08/2018 | 03/2019 |
| Apria Healthcare | Albany | NY | 12/2016 | 08/2018 |
| Albany Medical Center | Albany | NY | 01/2013 | 12/2016 |
| College Of Saint Rose | Albany | NY | 01/2014 | 12/2016 |
| The College Of Saint Rose | Albany | NY | 05/2020 | 05/2023 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
(1) Lift Operator at Hunter Mountain ski area. Organization operates out of Hunter, NY. Organization is not primarily engaged in investment-related activity. Start Date: November 21st, 2025. Twelve hours per week. Duties include operating the lift on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-16 |
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