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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
CA RA APPROVED 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-18

Branch Locations

4000 Macarthur Blvd 10Th Floor , Newport Beach, CA 92660 • United States

555 California Street 45Th Floor , San Francisco, CA 94104 • 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 03/2026 Present
Fiscalnote Inc Washington DC 06/2021 02/2026
Meadows Urqhart Acree & Cook Llp Richmond VA 10/2017 06/2021
Unemployed New York NY 05/2017 09/2017
Pace University New York NY 05/2014 05/2017
  • 03/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2021 → 02/2026
    Fiscalnote Inc
    Washington, DC
  • 10/2017 → 06/2021
    Meadows Urqhart Acree & Cook Llp
    Richmond, VA
  • 05/2017 → 09/2017
    Unemployed
    New York, NY
  • 05/2014 → 05/2017
    Pace University
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15
Other Names
  • Sona Suolangcuo

View on SEC IAPD

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