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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 | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co.LLc | New York | NY | 07/2024 | Present |
| Northeastern University | Boston | MA | 01/2024 | 05/2024 |
| Ubs | New York | NY | 08/2023 | 12/2023 |
| Goldman Sachs & Co.LLc | New York | NY | 06/2023 | 08/2023 |
| Sciences Po | Paris | 01/2023 | 05/2023 | |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 12/2022 |
| Goldman Sachs | Albany | NY | 06/2022 | 08/2022 |
| Northeastern University | Boston | NY | 09/2021 | 06/2022 |
| Cuny Baruch College | New York | NY | 09/2019 | 08/2021 |
| Stuyvesant High School | New York | NY | 09/2015 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-14 |
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