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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 | 2026-03-26 |
Branch Locations
100 Coliseum Drive, Cohoes, NY 12047 • United States
200 West Street, New York, NY 10282-2198 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | Greenwich | CT | 06/2016 | 01/2018 |
| Jp Morgan Securities Llc | Greenwich | CT | 01/2018 | 04/2022 |
| Looks Like Rain, Llc. | Westport | CT | 07/2016 | 11/2016 |
| Goldman Sachs & Co. Llc | New York | NY | 05/2022 | Present |
Member of the Board of Directors, Investment Committee, and Finance Committee of Norwalk Symphony Orchestra, a non-profit musical organization. Organization's primary address is in Norwalk, CT. Organization is not primarily engaged in investment-related activity. Start date is January 02, 2024. Two hours per month. Duties include serving on the Board of Directors, Investment Committee and Finance Committee of the organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
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