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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2020-02-24 |
Branch Locations
3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Atlanta | GA | 08/2019 | 01/2021 |
| The Ayco Company, L.P. | Atlanta | GA | 02/2019 | 08/2019 |
| Kennesaw State University | Kennesaw | GA | 08/2014 | 07/2019 |
| White Columns Restaurant | Ellijay | GA | 01/2014 | 02/2019 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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