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Jordan Kane

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7604927

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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 2022-09-28
  • NY RA
    APPROVED
    Since 2022-09-28

Branch Locations

100 Coliseum Drive, 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
Goldman Sachs Albany NY 07/2022 Present
Nelson & Strife Financial Group New Hartford NY 06/2021 08/2021
Hannaford Supermarkets New Hartford NY 04/2020 05/2022
Town Of Frankfort Frankfort NY 06/2019 08/2019
Parkway Drugs Utica NY 08/2018 07/2019
Foot Locker New Hartford NY 05/2022 07/2022
Mohawk Valley Health System Utica NY 07/2018 07/2018
City Of Utica Youth Bureau Utica NY 06/2018 08/2018
Suny Brockport Brockport NY 09/2019 03/2020
Unemployed Utica NY 07/2001 06/2018
  • 07/2022 → Present
    Goldman Sachs
    Albany, NY
  • 06/2021 → 08/2021
    Nelson & Strife Financial Group
    New Hartford, NY
  • 04/2020 → 05/2022
    Hannaford Supermarkets
    New Hartford, NY
  • 06/2019 → 08/2019
    Town Of Frankfort
    Frankfort, NY
  • 08/2018 → 07/2019
    Parkway Drugs
    Utica, NY
  • 05/2022 → 07/2022
    Foot Locker
    New Hartford, NY
  • 07/2018 → 07/2018
    Mohawk Valley Health System
    Utica, NY
  • 06/2018 → 08/2018
    City Of Utica Youth Bureau
    Utica, NY
  • 09/2019 → 03/2020
    Suny Brockport
    Brockport, NY
  • 07/2001 → 06/2018
    Unemployed
    Utica, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16

View on SEC IAPD

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