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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-20 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Newport Beach | CA | 01/2025 | Present |
| University Of San Francisco | San Francisco | CA | 01/2022 | 05/2022 |
| Unemployed | Rancho Palos Verdes | CA | 05/2024 | 01/2025 |
| University Of San Francisco | San Francisco | CA | 09/2022 | 12/2022 |
| University Of San Francisco | San Francisco | CA | 09/2023 | 12/2023 |
| University Of San Francisco | San Francisco | CA | 02/2024 | 05/2024 |
| Unity For Equality | Flushing | NY | 09/2022 | 11/2022 |
| Atticus Capital Llc | Minneapolis | MN | 10/2022 | 05/2023 |
| National Stem Honor Society (Nstem) | Gloucester | MA | 07/2022 | 09/2022 |
| Rolling Hills Country Day School | Rolling Hills Estates | CA | 06/2022 | 08/2022 |
| Junk Junkies Usa | Los Angeles | CA | 05/2023 | 03/2024 |
| Unemployed | Rancho Palos Verdes / San Francisco | CA | 02/2015 | 01/2022 |
| University Of San Francisco | San Francisco | CA | 08/2020 | 05/2024 |
| Palos Verdes High School | Palos Verdes Estates | CA | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
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