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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 | 2025-09-11 |
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 |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2020 | 05/2022 |
| Fordham University | New York | NY | 08/2022 | 05/2024 |
| Homecourse Golf | Berkeley Heights | NJ | 05/2022 | 07/2022 |
| L'OReal | New York | NY | 06/2023 | 08/2023 |
| Berkeley Heights Recreation Department | Berkeley Heights | NJ | 06/2017 | 08/2021 |
| Delicious Heights | Berkeley Heights | NJ | 03/2019 | 08/2019 |
| Goldman Sachs | Newport Beach | CA | 03/2025 | Present |
| Governor Livingston High School | Berkeley Heights | NJ | 09/2016 | 06/2020 |
| Unemployed | Berkeley Heights | NJ | 01/2015 | 05/2017 |
| Unemployed | Columbia | SC | 08/2020 | 05/2022 |
| Sania's Brow Bar | New York | NY | 08/2023 | 03/2025 |
| Unemployed | New York | NY | 08/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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