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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
Branch Locations
3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Atlanta | GA | 07/2023 | Present |
| Goldman Sachs | Atlanta | GA | 06/2022 | 08/2022 |
| Student | Charlottesville | VA | 08/2022 | 05/2023 |
| Student | Charlottesville | VA | 08/2021 | 05/2022 |
| Lend-Grow | Richmond | VA | 06/2021 | 08/2021 |
| Student | Charlottesville | VA | 08/2020 | 05/2021 |
| Lighthouse Labs | Richmond | VA | 06/2020 | 08/2020 |
| Student | Charlottesville | VA | 08/2019 | 05/2020 |
| Douglas Aquatics | Richmond | VA | 05/2019 | 08/2019 |
| Student | Richmond | VA | 08/2018 | 05/2019 |
| Douglas Aquatics | Richmond | VA | 05/2018 | 08/2018 |
| Student | Richmond | VA | 08/2017 | 05/2018 |
| Douglas Aquatics | Richmond | VA | 05/2017 | 08/2017 |
| Student | Richmond | VA | 01/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-12 |
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