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Emily Ferrero

Goldman Sachs Wealth Services, L.P.

New York, NY

Cohoes, NY

CRD 7137719

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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
NY RA APPROVED 2025-10-10
  • NY RA
    APPROVED
    Since 2025-10-10

Branch Locations

200 West Street, New York, NY 10282-2198 • United States

100 Coliseum Drive, Cohoes, NY 12047 • 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
Synchrony Financial San Francisco CA 06/2015 04/2018
Friends Of Nambale Darien CT 04/2018 08/2018
Goldman Sachs Chicago IL 06/2019 08/2019
Goldman Sachs New York NY 05/2020 Present
University Of Michigan Ann Arbor MI 08/2018 05/2020
  • 06/2015 → 04/2018
    Synchrony Financial
    San Francisco, CA
  • 04/2018 → 08/2018
    Friends Of Nambale
    Darien, CT
  • 06/2019 → 08/2019
    Goldman Sachs
    Chicago, IL
  • 05/2020 → Present
    Goldman Sachs
    New York, NY
  • 08/2018 → 05/2020
    University Of Michigan
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2020-10-02
Other Names
  • Emily Katherine Ferrero

View on SEC IAPD

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