Samuel Joseph Tanny

$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
NY	RA	APPROVED	2025-10-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bentley University Student Conduct Board	Waltham	MA	08/2022	05/2023
Saratoga Racetrack Post Bar	Saratoga Springs	NY	07/2022	08/2023
Wpm Wealth Advisors	Saratoga Springs	NY	05/2023	08/2023
Arrow Financial Corporation	Saratoga Springs	NY	06/2024	08/2024
Vdc Research	Southborough	MA	09/2024	12/2024
Bentley University	Waltham	MA	09/2021	05/2025
Goldman Sachs & Co. Llc.	New York	NY	07/2025	Present
Saratoga Springs Middle School / Highschool	Saratoga Springs	NY	01/2012	08/2021

08/2022 → 05/2023

Bentley University Student Conduct Board

Waltham, MA
07/2022 → 08/2023

Saratoga Racetrack Post Bar

Saratoga Springs, NY
05/2023 → 08/2023

Wpm Wealth Advisors

Saratoga Springs, NY
06/2024 → 08/2024

Arrow Financial Corporation

Saratoga Springs, NY
09/2024 → 12/2024

Vdc Research

Southborough, MA
09/2021 → 05/2025

Bentley University

Waltham, MA
07/2025 → Present

Goldman Sachs & Co. Llc.

New York, NY
01/2012 → 08/2021

Saratoga Springs Middle School / Highschool

Saratoga Springs, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-17