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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Troy | MI | 02/2022 | Present |
| Oakland County | Pontiac | MI | 12/2014 | 02/2022 |
Owner of 2603 Thornbrier Ct Unit 2B, Lake Orion, Michigan 48360, a residential real estate investment property. Organization is not primarily engaged in investment-related activity. Start Date: February 01, 2025. Five hours per week. Duties include the general management of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
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