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Benjamin Peter Wicks

Goldman Sachs Wealth Services, L.P.

Troy, MI

Cohoes, NY

CRD 7981802

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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
MI RA APPROVED 2025-12-05
  • MI RA
    APPROVED
    Since 2025-12-05

Branch Locations

1301 W. Long Lake Rd. Suite 360, Troy, MI 48098 • United States

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
Fox Run Retirement Home Novi MI 03/2017 03/2019
Dickies Barbecue Novi MI 03/2019 02/2020
Northville Lumber Northville MI 05/2021 08/2021
Kroger Novi MI 05/2022 08/2022
Lee Industrial Contracting Pontiac MI 05/2023 08/2023
Bridge Business Credit Troy MI 05/2024 08/2024
Goldman Sachs Troy MI 08/2024 Present
Michigan State University East Lansing MI 08/2020 04/2024
Novi High School Novi MI 08/2016 05/2020
  • 03/2017 → 03/2019
    Fox Run Retirement Home
    Novi, MI
  • 03/2019 → 02/2020
    Dickies Barbecue
    Novi, MI
  • 05/2021 → 08/2021
    Northville Lumber
    Northville, MI
  • 05/2022 → 08/2022
    Kroger
    Novi, MI
  • 05/2023 → 08/2023
    Lee Industrial Contracting
    Pontiac, MI
  • 05/2024 → 08/2024
    Bridge Business Credit
    Troy, MI
  • 08/2024 → Present
    Goldman Sachs
    Troy, MI
  • 08/2020 → 04/2024
    Michigan State University
    East Lansing, MI
  • 08/2016 → 05/2020
    Novi High School
    Novi, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27

View on SEC IAPD

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