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William Gregory Lanzoni

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 8117031

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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
NY RA APPROVED 2026-03-18
  • NY RA
    APPROVED
    Since 2026-03-18

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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
Goldman Sachs & Co. Llc New York NY 01/2026 Present
Goldman Sachs & Co. Llc New York NY 06/2025 08/2025
North Carolina State University Raleigh NC 08/2025 12/2025
Pursuit Lending Albany NY 06/2023 08/2023
Abc Sports And Fitness Latham NY 01/2024 08/2024
Siena College Loudonville NY 08/2023 01/2024
Bethlehem Central High School Delmar NY 08/2016 06/2019
Town Of Bethlehem Bethlehem NY 06/2019 08/2019
Town Of Bethlehem Bethlehem NY 06/2020 08/2020
North Carolina State University Raleigh NC 08/2024 06/2025
Bethlehem Central High School Delmar NY 08/2019 05/2020
Siena College Loudonville NY 08/2020 06/2023
  • 01/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2025 → 08/2025
    Goldman Sachs & Co. Llc
    New York, NY
  • 08/2025 → 12/2025
    North Carolina State University
    Raleigh, NC
  • 06/2023 → 08/2023
    Pursuit Lending
    Albany, NY
  • 01/2024 → 08/2024
    Abc Sports And Fitness
    Latham, NY
  • 08/2023 → 01/2024
    Siena College
    Loudonville, NY
  • 08/2016 → 06/2019
    Bethlehem Central High School
    Delmar, NY
  • 06/2019 → 08/2019
    Town Of Bethlehem
    Bethlehem, NY
  • 06/2020 → 08/2020
    Town Of Bethlehem
    Bethlehem, NY
  • 08/2024 → 06/2025
    North Carolina State University
    Raleigh, NC
  • 08/2019 → 05/2020
    Bethlehem Central High School
    Delmar, NY
  • 08/2020 → 06/2023
    Siena College
    Loudonville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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