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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 09/2025 | Present |
| Defranceschi & Klemm, Pc | Boston | MA | 03/2024 | 04/2025 |
| Law Office Of John H. Prettyman | Braintree | MA | 05/2023 | 08/2023 |
| Law Office Of Tamara W. Murock, Pllc | Spokane Valley | WA | 01/2018 | 08/2022 |
| Eastern Washington University | Cheney | WA | 09/2017 | 06/2021 |
| University Highschool | Spokane Valley | WA | 09/2013 | 06/2017 |
| Suffolk University Law School | Boston | MA | 08/2022 | 05/2025 |
| Unemployed | Boston | MA | 06/2025 | 07/2025 |
| Unemployed | Centerport | NY | 07/2025 | 08/2025 |
| Unemployed | Spokane Valley | WA | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
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