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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 | 2026-05-18 |
Branch Locations
4000 Macarthur Blvd 10Th Floor , Newport Beach, CA 92660 • United States
555 California Street 45Th Floor , San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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