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Maria Jose J Blas-Perez

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7604641

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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 2023-03-09
  • NY RA
    APPROVED
    Since 2023-03-09

Branch Locations

100 Coliseum Dr, Cohoes, NY 12047 • 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
Menchie's Bronx NY 09/2021 05/2022
Italian Wine Merchants New York NY 10/2019 07/2021
Fiber Flame Saugerties NY 06/2012 12/2019
Goldman Sachs Cohoes NY 07/2022 Present
Manhattan College Bronx NY 08/2017 05/2022
  • 09/2021 → 05/2022
    Menchie's
    Bronx, NY
  • 10/2019 → 07/2021
    Italian Wine Merchants
    New York, NY
  • 06/2012 → 12/2019
    Fiber Flame
    Saugerties, NY
  • 07/2022 → Present
    Goldman Sachs
    Cohoes, NY
  • 08/2017 → 05/2022
    Manhattan College
    Bronx, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-07
  • S66 Uniform Combined State Law Examination
    2023-03-07
Other Names
  • Maria Jose Blas-Perez
  • Maria J Blas-Perez

View on SEC IAPD

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