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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
Branch Locations
4000 Macarthur Blvd 10Th Floor , Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2026 | Present |
| Advantage Xpo | Newport Beach | CA | 07/2025 | 07/2026 |
| Federal Deposit Insurance Company (Fdic) | Mission Viejo | CA | 06/2024 | 06/2025 |
| T.J. Maxx | Costa Mesa | CA | 10/2020 | 07/2022 |
| Edison High School | Huntington Beach | CA | 08/2015 | 01/2018 |
| Fountain Valley High School | Costa Mesa | CA | 01/2018 | 06/2019 |
| Orange Coast College | Costa Mesa | CA | 08/2019 | 05/2022 |
| San Diego State University | San Diego | CA | 08/2022 | 12/2022 |
| Csulb | Long Beach | CA | 01/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-21 |
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