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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
GA RA APPROVED 2020-02-24
  • GA RA
    APPROVED
    Since 2020-02-24

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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
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
  • 08/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Atlanta, GA
  • 02/2019 → 08/2019
    The Ayco Company, L.P.
    Atlanta, GA
  • 08/2014 → 07/2019
    Kennesaw State University
    Kennesaw, GA
  • 01/2014 → 02/2019
    White Columns Restaurant
    Ellijay, GA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2020-02-14
Other Names
  • Jacob Teague

View on SEC IAPD

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