Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-28 |
Branch Locations
60 South 6Th Street Floor 28 , Minneapolis, MN 55402 • United States
540 Lake Cook Road Suite 600 , Deerfield, IL 60015 • 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 |
| Morgan Stanley | Alpharetta | GA | 06/2025 | 08/2025 |
| Morgan Stanley | Birmingham | MI | 06/2024 | 08/2024 |
| Kaku Sushi & Poke | Birmingham | MI | 09/2019 | 01/2023 |
| Birmingham Country Club | Birmingham | MI | 05/2021 | 08/2022 |
| Miami University | Oxford | OH | 09/2022 | 05/2026 |
| Unemployed | Birmingham | MI | 04/2004 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-28 |
Reach out to this advisor