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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-09 |
Branch Locations
320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2025 | Present |
| Unemployed | Simsbury | CT | 04/2010 | 08/2020 |
| Goldman Sachs & Co Llc | New York | NY | 06/2023 | 08/2023 |
| Seton Hall University | South Orange | NJ | 08/2023 | 06/2024 |
| Goldman Sachs & Co Llc | New York | NY | 06/2024 | 08/2024 |
| Seton Hall University | South Orange | NJ | 08/2020 | 06/2023 |
| Seton Hall University | South Orange | NJ | 08/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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