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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 2021-03-01
  • NY RA
    APPROVED
    Since 2021-03-01

Branch Locations

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
The Ayco Company, L.P./Mercer Allied Latham NY 09/2019 07/2020
Siena College Loudonville NY 01/2018 05/2019
Cefam Business School Lyon 9 09/2014 05/2019
Siena College Loudonville NY 09/2018 12/2018
Spineart Sa Plan-Les-Ouates 06/2018 08/2018
Unemployed Albany NY 05/2019 09/2019
General Electric Healthcare Velizy Villacoublay 07/2017 01/2018
General Electric Healthcare Velizy Villcaoublay 07/2016 01/2017
Hollister Co Velizy Villacoublay 08/2016 12/2016
Siena College Loudonville NY 02/2019 05/2019
Unemployed Albany NY 07/2020 01/2021
Goldman Sachs & Co. Llc Cohoes NY 01/2021 Present
  • 09/2019 → 07/2020
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2018 → 05/2019
    Siena College
    Loudonville, NY
  • 09/2014 → 05/2019
    Cefam Business School
    Lyon 9
  • 09/2018 → 12/2018
    Siena College
    Loudonville, NY
  • 06/2018 → 08/2018
    Spineart Sa
    Plan-Les-Ouates
  • 05/2019 → 09/2019
    Unemployed
    Albany, NY
  • 07/2017 → 01/2018
    General Electric Healthcare
    Velizy Villacoublay
  • 07/2016 → 01/2017
    General Electric Healthcare
    Velizy Villcaoublay
  • 08/2016 → 12/2016
    Hollister Co
    Velizy Villacoublay
  • 02/2019 → 05/2019
    Siena College
    Loudonville, NY
  • 07/2020 → 01/2021
    Unemployed
    Albany, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Cohoes, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
  • S66 Uniform Combined State Law Examination
    2021-02-19

View on SEC IAPD

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