Best Investors Account Sign in

John Joseph Monahan

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 1536260

Claim This Profile
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
TX RA APPROVED 2022-01-30
NY RA APPROVED 2021-05-14
  • TX RA
    APPROVED
    Since 2022-01-30
  • NY RA
    APPROVED
    Since 2021-05-14

Branch Locations

100 Coliseum Drive Cohoes, 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
The Ayco Company, L.P./Mercer Allied Latham NY 04/2017 01/2021
Goldman Sachs & Co. Llc Cohoes NY 01/2021 Present
Goldman Sachs Clifton Park NY 04/2004 04/2017
  • 04/2017 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 04/2004 → 04/2017
    Goldman Sachs
    Clifton Park, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-06-23
  • S63 Uniform Securities Agent State Law Examination
    1989-06-23
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Cohoes, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor