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Asia Cesa

Goldman Sachs Wealth Services, L.P.

New York, NY

CRD 7604210

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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 2022-12-20
  • NY RA
    APPROVED
    Since 2022-12-20

Branch Locations

200 West Street, New York, NY 10282 • 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
Ayco Cohoes NY 06/2021 08/2021
Studio Grassi Cagnato Treviso 06/2020 08/2020
Dla Piper Milan 06/2019 08/2019
Goldman Sachs New York NY 07/2022 Present
Pardee School At Boston University Boston MA 10/2021 06/2022
Boston University Boston MA 08/2018 05/2022
Charterhouse School Godalming 09/2016 07/2018
  • 06/2021 → 08/2021
    Ayco
    Cohoes, NY
  • 06/2020 → 08/2020
    Studio Grassi Cagnato
    Treviso
  • 06/2019 → 08/2019
    Dla Piper
    Milan
  • 07/2022 → Present
    Goldman Sachs
    New York, NY
  • 10/2021 → 06/2022
    Pardee School At Boston University
    Boston, MA
  • 08/2018 → 05/2022
    Boston University
    Boston, MA
  • 09/2016 → 07/2018
    Charterhouse School
    Godalming
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-17
  • S66 Uniform Combined State Law Examination
    2022-12-17

View on SEC IAPD

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