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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-22 |
Branch Locations
3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2025 | Present |
| Oakworth Capital Bank | Birmingham | AL | 01/2025 | 06/2025 |
| Moes Bbq | Auburn | AL | 01/2023 | 12/2024 |
| Auburn University | Auburn | AL | 08/2022 | 12/2024 |
| Omnimax International | Norcross | GA | 05/2023 | 08/2023 |
| Nolan Transportation Group | Alpharetta | GA | 05/2022 | 08/2022 |
| Oakworth Capital Bank | Birmingham | AL | 06/2024 | 08/2024 |
| Centre College | Danville | KY | 08/2018 | 05/2022 |
| Buck Fitness Center | Danville | KY | 05/2021 | 08/2021 |
| Moxie Burger | Roswell | GA | 02/2018 | 08/2019 |
| Walton High School | Marietta | GA | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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