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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
Branch Locations
200 South Biscayne Blvd Suite 3700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Miami | FL | 05/2022 | Present |
| Unemployed | Miami | FL | 11/2019 | 05/2022 |
| Ct Corporation | Miami | FL | 11/2018 | 11/2019 |
| Robert Rogers Law Firm, Pa | Miami | FL | 11/2007 | 11/2018 |
1. Owner at Second Screen Games LLC, a digital entertainment platform. Organization's primary address is in Miami, FL. Organization is not primarily engaged in investment-related activity. Start Date was January 31, 2020. 4 hours per month. Duties include providing business decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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