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Adam Jonathan Boese

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7972374

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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 2026-03-19
  • NY RA
    APPROVED
    Since 2026-03-19

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
Goldman Sachs & Co. Llc New York NY 02/2026 Present
Advantage Xpo Cohoes NY 08/2024 02/2026
Ellsworth Kelly Studio (Jack Shear) Spencertown NY 06/2017 08/2024
Boys And Girls Club Schenectady NY 02/2016 06/2017
  • 02/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 08/2024 → 02/2026
    Advantage Xpo
    Cohoes, NY
  • 06/2017 → 08/2024
    Ellsworth Kelly Studio (Jack Shear)
    Spencertown, NY
  • 02/2016 → 06/2017
    Boys And Girls Club
    Schenectady, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-18
  • S66 Uniform Combined State Law Examination
    2026-03-18

View on SEC IAPD

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