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Manqian Yang

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7690163

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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 2023-03-13
  • NY RA
    APPROVED
    Since 2023-03-13

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
Ec Usa Holdings Inc. Santa Monica CA 09/2019 07/2020
Shenzhen Hightop Certified Public Accountants Shenzhen 02/2021 06/2021
Atlantix Partners Fort-Lauderdale FL 01/2022 03/2022
Goldman Sachs Albany NY 06/2022 08/2022
Goldman Sachs Albany NY 01/2023 Present
Wake Forest University Winston-Salem NC 07/2021 12/2022
Central China Normal University Wuhan 09/2015 06/2019
California State University, Los Angeles Los Angeles CA 08/2018 05/2019
Vacation Gap Shenzhen 08/2020 01/2021
  • 09/2019 → 07/2020
    Ec Usa Holdings Inc.
    Santa Monica, CA
  • 02/2021 → 06/2021
    Shenzhen Hightop Certified Public Accountants
    Shenzhen
  • 01/2022 → 03/2022
    Atlantix Partners
    Fort-Lauderdale, FL
  • 06/2022 → 08/2022
    Goldman Sachs
    Albany, NY
  • 01/2023 → Present
    Goldman Sachs
    Albany, NY
  • 07/2021 → 12/2022
    Wake Forest University
    Winston-Salem, NC
  • 09/2015 → 06/2019
    Central China Normal University
    Wuhan
  • 08/2018 → 05/2019
    California State University, Los Angeles
    Los Angeles, CA
  • 08/2020 → 01/2021
    Vacation Gap
    Shenzhen
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-03-10

View on SEC IAPD

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