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Jose Daniel Gentili Baldomar

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7614818

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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 2022-09-27
  • NY RA
    APPROVED
    Since 2022-09-27

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 & Co. Llc New York NY 07/2022 Present
Chapman University Orange CA 08/2018 05/2022
Santa Cruz Christian Learning Center Santa Cruz 08/2011 06/2018
  • 07/2022 → Present
    Goldman Sachs & Co. Llc
    New York , NY
  • 08/2018 → 05/2022
    Chapman University
    Orange, CA
  • 08/2011 → 06/2018
    Santa Cruz Christian Learning Center
    Santa Cruz
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23
Other Names
  • Daniel Gentili

View on SEC IAPD

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