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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 | 2025-09-22 |
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 & Co. Llc | New York | NY | 07/2025 | Present |
| Lg Capital Investors | Charleston | SC | 10/2024 | 06/2025 |
| Unemployed | Charleston | SC | 06/2025 | 07/2025 |
| Full-Time Education | Charleston | SC | 08/2021 | 06/2025 |
| Massmutual South Carolina | Charleston | SC | 05/2024 | 08/2024 |
| Marietta Cpas | Indianapolis | IN | 09/2020 | 04/2021 |
| Full-Time Education | Zionsville | IN | 07/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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