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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 | 2023-03-13 |
Branch Locations
320 Headquarters Plaza East Tower, Mor 12Th Floor, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American International Group (Aig Analytics & Services Pvt. Ltd. | Bangalore | 07/2016 | 04/2021 | |
| Accenture Operations Services Pvt. Ltd. | Bangalore | 04/2021 | 07/2021 | |
| University Of Illinois Urbana Champaign | Champaign | IL | 08/2021 | 12/2022 |
| Goldman Sachs | Parsippany | NJ | 06/2022 | 08/2022 |
| Goldman Sachs | Parsippany | NJ | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-11 |
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