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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
4000 Macarthur Blvd 10Th Floor , Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 02/2026 | Present |
| George Washington University | Newport Beach | CA | 09/2019 | 10/2022 |
| George Washington University | Newport Beach | CA | 10/2022 | 10/2025 |
| Resort At Pelican Hill | Newport Coast | CA | 02/2018 | 09/2019 |
| Fashion Island Hotel | Newport Beach | CA | 07/2016 | 02/2018 |
| Unemployed | Irvine | CA | 10/2025 | 02/2026 |
| Fedex Office | Newport Beach | CA | 05/2013 | 12/2017 |
Caregiver with In Home Supportive Services Orange County Public Authority, a healthcare program. Organization operates out of Orange County, CA. Organization is not primarily engaged in investment-related activity. Start Date: October 1, 2024. Twenty hours per week. Duties include providing care for family members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-10 |
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