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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petes Pig Catering | Waterville | ME | 06/2015 | 08/2018 |
| New Dimensions Federal Credit Union | Waterville | ME | 05/2018 | 01/2019 |
| Bentley University | Waltham | MA | 09/2018 | 12/2021 |
| Vdc Consulting | Natick | MA | 01/2020 | 07/2020 |
| Goldman Sachs | Cohoes | NY | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
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