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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 | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 06/2022 | Present |
| Advantage Xpo Onsite @ Goldman Sachs & Co. Llc | New York | NY | 10/2021 | 06/2022 |
| Better Business Bureau | New York | NY | 02/2021 | 08/2021 |
| Town Of Hempstead | Hempstead | NY | 06/2016 | 09/2016 |
| Town Of Hempstead | Hempstead | NY | 06/2017 | 08/2017 |
| Town Of Hempstead | Hempstead | NY | 06/2018 | 08/2018 |
| Town Of Hempstead | Hempstead | NY | 06/2019 | 08/2019 |
| Town Of Hempstead | Hempstead | NY | 06/2020 | 08/2020 |
| Full Time Student | Uniondale | NY | 09/2016 | 06/2017 |
| Full Time Student | Bronx | NY | 08/2017 | 06/2018 |
| Full Time Student | Bronx | NY | 08/2019 | 06/2020 |
| Full Time Student | Bronx | NY | 08/2018 | 06/2019 |
| Full Time Student | Bronx | NY | 09/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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