Edward Geoghan Oconnor

Goldman Sachs Wealth Services, L.P.

CRD 7522336

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-10

NY RA
APPROVED

Since 2023-11-10

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

Organization	City	State	From	To
Student	Pelham	NY	03/2012	05/2021
Unemployed	Pelham	NY	06/2021	09/2021
Alphasense	New York	NY	10/2021	02/2022
Goldman Sachs	New York	NY	03/2022	Present

03/2012 → 05/2021

Student

Pelham, NY
06/2021 → 09/2021

Unemployed

Pelham, NY
10/2021 → 02/2022

Alphasense

New York, NY
03/2022 → Present

Goldman Sachs

New York, NY

Previous Registrations

2022-09-27 → 2023-11-17

United Capital Financial Advisors

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-23

S66 Uniform Combined State Law Examination

2022-09-23

View on SEC IAPD

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