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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-09
  • NY RA
    APPROVED
    Since 2025-07-09

Branch Locations

200 West Street, New York, NY 10282 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs New York NY 10/2021 Present
Bryant University Smithfield RI 09/2016 08/2021
  • 10/2021 → Present
    Goldman Sachs
    New York, NY
  • 09/2016 → 08/2021
    Bryant University
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-08
  • S66 Uniform Combined State Law Examination
    2025-07-08

View on SEC IAPD

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