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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
100 Coliseum Drive, Cohoes, NY 12047 • United States
200 South Biscayne Blvd Floor 53 , Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 07/2025 | 07/2026 |
| Ansa Merchant Bank | Port Of Spain | 06/2024 | 08/2024 | |
| Amaranth Business Solutions | Port Of Spain | 05/2023 | 08/2023 | |
| Arthur J. Gallagher & Co. | Port Of Spain | 05/2022 | 08/2022 | |
| University Of Tampa | Tampa | FL | 08/2021 | 05/2025 |
| Fatima College | Port Of Spain | 08/2015 | 06/2021 | |
| Unemployed | Tampa | FL | 07/2015 | 04/2022 |
| Unemployed | Tampa | FL | 09/2022 | 04/2023 |
| Unemployed | Tampa | FL | 09/2023 | 05/2024 |
| Unemployed | Tampa | FL | 09/2024 | 06/2025 |
| Goldman Sachs & Co. Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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