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David Ferris Hamlin

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7580862

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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 2023-08-08
  • NY RA
    APPROVED
    Since 2023-08-08

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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
The Dutch Udder Craft Ice Cream Troy NY 05/2018 12/2019
Goldman Sachs New York NY 06/2020 08/2022
Goldman Sachs New York NY 01/2023 Present
La Salle Institute Troy NY 01/2013 06/2018
The College Of Saint Rose Albany NY 01/2020 06/2020
The College Of Saint Rose Albany NY 08/2018 12/2022
Unemployed Albany NY 01/2019 05/2020
  • 05/2018 → 12/2019
    The Dutch Udder Craft Ice Cream
    Troy, NY
  • 06/2020 → 08/2022
    Goldman Sachs
    New York , NY
  • 01/2023 → Present
    Goldman Sachs
    New York , NY
  • 01/2013 → 06/2018
    La Salle Institute
    Troy, NY
  • 01/2020 → 06/2020
    The College Of Saint Rose
    Albany, NY
  • 08/2018 → 12/2022
    The College Of Saint Rose
    Albany, NY
  • 01/2019 → 05/2020
    Unemployed
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-03
  • S66 Uniform Combined State Law Examination
    2023-08-03

View on SEC IAPD

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