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Shravan Pratheesh

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7991853

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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 2025-03-27
  • NY RA
    APPROVED
    Since 2025-03-27

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 Cohoes NY 02/2025 Present
Advantage Xpo Cohoes NY 09/2024 02/2025
Iris Outsourcing Pittsburgh PA 05/2023 06/2023
University Of Pittsburgh Pittsburgh PA 08/2020 05/2024
Unemployed Mechanicsburg PA 05/2024 08/2024
Cumberland Valley High School Mechanicsburg PA 08/2016 06/2020
  • 02/2025 → Present
    Goldman Sachs
    Cohoes, NY
  • 09/2024 → 02/2025
    Advantage Xpo
    Cohoes, NY
  • 05/2023 → 06/2023
    Iris Outsourcing
    Pittsburgh, PA
  • 08/2020 → 05/2024
    University Of Pittsburgh
    Pittsburgh, PA
  • 05/2024 → 08/2024
    Unemployed
    Mechanicsburg, PA
  • 08/2016 → 06/2020
    Cumberland Valley High School
    Mechanicsburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-26
  • S66 Uniform Combined State Law Examination
    2025-03-26

View on SEC IAPD

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