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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-29 |
| NY | RA | APPROVED | 2021-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company L.P. | New York | NY | 08/2009 | 06/2017 |
| New York University, Stern School Of Business | New York | NY | 08/2017 | 05/2019 |
| Freelance | New York | NY | 05/2019 | 04/2020 |
| The Ayco Company L.P. | New York | NY | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-19 |
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