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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Le Moyne College - Campus Life & Leadership | Syracuse | NY | 08/2021 | 05/2023 |
| Goldman Sachs Ayco | Cohoes | NY | 06/2022 | 08/2022 |
| N/A | Syracuse | NY | 01/2010 | 08/2021 |
| Goldman Sachs | Syracuse | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
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