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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-06 |
Branch Locations
The Mellon Bank Center 1735 Market St. 29Th Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Canonsburg | PA | 04/2025 | Present |
| Henderson Brothers, Inc. | Pittsburgh | PA | 07/2024 | 03/2025 |
| West Virginia University | Morgantown | WV | 08/2023 | 05/2024 |
| Pikewood National Golf Club | Morgantown | WV | 05/2022 | 05/2024 |
| Henderson Brothers, Inc. | Pittsburgh | PA | 05/2023 | 08/2023 |
| Chick-Fil-A | Morgantown | WV | 05/2021 | 08/2021 |
| Sleepy Hollow Golf Club | Hurricane | WV | 03/2019 | 08/2020 |
| Unemployed | Hurricane | WV | 08/2002 | 02/2019 |
| West Virginia University | Morgantown | WV | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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