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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
NY RA APPROVED 2026-08-13
  • NY RA
    APPROVED
    Since 2026-08-13

Branch Locations

200 West Street , New York, NY 10282-2198 • United States

100 Coliseum Drive, 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
Goldman Sachs & Co. Llc New York NY 03/2024 Present
Pricewaterhousecoopers Llc New York NY 06/2022 02/2024
Burn Boot Camp Columbia SC 03/2022 05/2022
Pricewaterhousecoopers Llc New York NY 06/2021 08/2021
Rsm Greensboro NC 06/2020 07/2020
University Of South Carolina Columbia SC 08/2018 12/2021
Fresh Melt High Point NC 08/2017 12/2017
Olive Garden High Point NC 01/2018 06/2018
Porterhouse Burger High Point NC 06/2018 08/2019
Starmount Country Club Greensboro NC 05/2019 08/2019
Everrow Columbia SC 02/2020 08/2020
Student High Point NC 05/2016 07/2017
  • 03/2024 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2022 → 02/2024
    Pricewaterhousecoopers Llc
    New York, NY
  • 03/2022 → 05/2022
    Burn Boot Camp
    Columbia, SC
  • 06/2021 → 08/2021
    Pricewaterhousecoopers Llc
    New York, NY
  • 06/2020 → 07/2020
    Rsm
    Greensboro, NC
  • 08/2018 → 12/2021
    University Of South Carolina
    Columbia, SC
  • 08/2017 → 12/2017
    Fresh Melt
    High Point, NC
  • 01/2018 → 06/2018
    Olive Garden
    High Point, NC
  • 06/2018 → 08/2019
    Porterhouse Burger
    High Point, NC
  • 05/2019 → 08/2019
    Starmount Country Club
    Greensboro, NC
  • 02/2020 → 08/2020
    Everrow
    Columbia, SC
  • 05/2016 → 07/2017
    Student
    High Point, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-12
  • S66 Uniform Combined State Law Examination
    2026-08-12

View on SEC IAPD

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