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Joseph Thomas Lopez

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 8229486

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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 2026-05-15
  • NY RA
    APPROVED
    Since 2026-05-15

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 02/2026 Present
Ultimus Leverpoint Private Fund Solutions Clifton Park NY 10/2023 01/2026
Captain Community Human Services Glenville NY 10/2022 09/2023
Perma Ny (Alaant Workforce Solutions) Latham NY 06/2021 08/2021
In School Albany NY 09/2021 05/2022
Unemployed Latham NY 06/2022 09/2022
In School Albany NY 11/2020 05/2021
Brickhouse Tavern And Tap Latham NY 07/2019 03/2020
In School Albany NY 04/2020 06/2020
Bj's Wholesale Club Albany NY 07/2020 10/2020
In School Latham NY 09/2005 07/2019
  • 02/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 10/2023 → 01/2026
    Ultimus Leverpoint Private Fund Solutions
    Clifton Park, NY
  • 10/2022 → 09/2023
    Captain Community Human Services
    Glenville, NY
  • 06/2021 → 08/2021
    Perma Ny (Alaant Workforce Solutions)
    Latham, NY
  • 09/2021 → 05/2022
    In School
    Albany, NY
  • 06/2022 → 09/2022
    Unemployed
    Latham, NY
  • 11/2020 → 05/2021
    In School
    Albany, NY
  • 07/2019 → 03/2020
    Brickhouse Tavern And Tap
    Latham, NY
  • 04/2020 → 06/2020
    In School
    Albany, NY
  • 07/2020 → 10/2020
    Bj's Wholesale Club
    Albany, NY
  • 09/2005 → 07/2019
    In School
    Latham, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-14
  • S66 Uniform Combined State Law Examination
    2026-05-14

View on SEC IAPD

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