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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
FL RA APPROVED 2025-12-22
  • FL RA
    APPROVED
    Since 2025-12-22

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

200 South Biscayne Blvd Suite 3700, Miami, FL 33131 • 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
Goldman Sachs & Co. Llc New York NY 07/2025 Present
Kumon Miami FL 02/2021 08/2021
The Harvard Crimson Cambridge MA 01/2022 12/2024
The University Of Miami Miami FL 05/2023 07/2023
Harvard University Cambridge MA 10/2022 05/2025
Harvard University Cambridge MA 08/2023 05/2025
Herbert A, Ammons Middle School & Coral Reef Senior High School Miami FL 07/2015 06/2021
Harvard University Cambridge MA 09/2021 05/2025
  • 07/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 02/2021 → 08/2021
    Kumon
    Miami, FL
  • 01/2022 → 12/2024
    The Harvard Crimson
    Cambridge, MA
  • 05/2023 → 07/2023
    The University Of Miami
    Miami, FL
  • 10/2022 → 05/2025
    Harvard University
    Cambridge, MA
  • 08/2023 → 05/2025
    Harvard University
    Cambridge, MA
  • 07/2015 → 06/2021
    Herbert A, Ammons Middle School & Coral Reef Senior High School
    Miami, FL
  • 09/2021 → 05/2025
    Harvard University
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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