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John Ragozzino

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7651894

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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 2025-02-06
  • NY RA
    APPROVED
    Since 2025-02-06

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
Three Village Strathmore Bagels East Setauket NY 03/2016 10/2017
Three Village Central School District East Setauket NY 10/2017 06/2018
Suny Geneseo Geneseo NY 08/2018 05/2019
Huntington Country Club Huntington NY 05/2019 08/2019
Suny Geneseo Geneseo NY 08/2019 05/2021
Long Island Power Solutions Ronkonkoma NY 05/2021 08/2021
Suny Geneseo Geneseo NY 08/2021 05/2022
On The Docks Restaurant Aquebogue NY 08/2022 08/2024
Maxim Group Llc Woodbury NY 05/2023 01/2025
Goldman Sachs Cohoes NY 01/2025 Present
Huntington Tap Room Huntington NY 08/2024 10/2024
  • 03/2016 → 10/2017
    Three Village Strathmore Bagels
    East Setauket, NY
  • 10/2017 → 06/2018
    Three Village Central School District
    East Setauket, NY
  • 08/2018 → 05/2019
    Suny Geneseo
    Geneseo, NY
  • 05/2019 → 08/2019
    Huntington Country Club
    Huntington, NY
  • 08/2019 → 05/2021
    Suny Geneseo
    Geneseo, NY
  • 05/2021 → 08/2021
    Long Island Power Solutions
    Ronkonkoma, NY
  • 08/2021 → 05/2022
    Suny Geneseo
    Geneseo, NY
  • 08/2022 → 08/2024
    On The Docks Restaurant
    Aquebogue, NY
  • 05/2023 → 01/2025
    Maxim Group Llc
    Woodbury, NY
  • 01/2025 → Present
    Goldman Sachs
    Cohoes, NY
  • 08/2024 → 10/2024
    Huntington Tap Room
    Huntington, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • John Paul Ragozzino

View on SEC IAPD

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