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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 | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Peter's Cemetery | Staten Island | NY | 05/2012 | 07/2020 |
| Brooks Brothers | Riverhead | NY | 11/2019 | 12/2019 |
| Northwestern Mutual | Latham | NY | 01/2020 | 05/2020 |
| Con Edison | Staten Island | NY | 06/2018 | 09/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2020 | 02/2021 |
| Suny University At Albany | Albany | NY | 08/2016 | 05/2020 |
| Neuberger Berman | New York | NY | 04/2021 | 02/2025 |
| St. Peter's Cemetery | Staten Island | NY | 03/2021 | 03/2022 |
| Goldman Sachs | Cohoes | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-21 |
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