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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 | 2026-04-22 |
Branch Locations
200 West Street, New York, NY 10282-2198 • United States
Woodcliff Lake, NJ • United States
100 Coliseum Drive, Cohoes, NY 12047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2018 | Present |
| Goldman Sachs | New York | NY | 06/2017 | 08/2017 |
| Columbia Business School - New | New York | NY | 08/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-04 |
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