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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 | 2023-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | New York | NY | 04/2010 | Present |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 10/2020 | 02/2024 |
Investment Committee member of United Methodist City Society, a non-profit organization. Organization operates out of New York, NY. Organization is not primarily engaged in investment-related activity. Start Date: April 01, 2026. Twelve hours per year. Duties include serving on the Investment Committee of the organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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