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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_RES | 2022-01-31 |
| GA | RA | APPROVED | 2013-11-01 |
Branch Locations
3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Atlanta | GA | 05/2013 | 01/2021 |
| Goldman Sachs & Co. Llc | Atlanta | GA | 01/2021 | Present |
(1) Owner of a residential real estate investment property in Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start Date: October 15, 2018. One hour per year. Duties include general ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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