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Zachary Christopher Welch

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

Miami, FL

CRD 8091749

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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
FL RA APPROVED 2026-08-27
  • FL RA
    APPROVED
    Since 2026-08-27

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

200 South Biscayne Blvd Floor 53 , Miami, FL 33131 • 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
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
  • 07/2025 → 07/2026
    Tampa, FL
  • 06/2024 → 08/2024
    Ansa Merchant Bank
    Port Of Spain
  • 05/2023 → 08/2023
    Amaranth Business Solutions
    Port Of Spain
  • 05/2022 → 08/2022
    Arthur J. Gallagher & Co.
    Port Of Spain
  • 08/2021 → 05/2025
    University Of Tampa
    Tampa, FL
  • 08/2015 → 06/2021
    Fatima College
    Port Of Spain
  • 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
    Unemployed
    Tampa, FL
  • 08/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Zachary Welch

View on SEC IAPD

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