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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-08 |
| NY | RA | APPROVED | 2022-09-27 |
Branch Locations
1500 Main Street Suite 210, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Cohoes | NY | 07/2022 | Present |
| Full-Time Student | Columbus | OH | 08/2021 | 05/2022 |
| Hefren-Tillotson | Pittsburgh | PA | 05/2021 | 08/2021 |
| Full-Time Student | Columbus | OH | 08/2019 | 05/2021 |
| West Advisory Group | Pittsburgh | PA | 05/2019 | 08/2019 |
| Full-Time Student | Columbus | OH | 08/2018 | 05/2019 |
| Dick's Sporting Goods | Mccandless | PA | 07/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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