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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
MN RA APPROVED 2026-08-28
  • MN RA
    APPROVED
    Since 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

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 07/2026 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
  • 07/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2025 → 08/2025
    Morgan Stanley
    Alpharetta, GA
  • 06/2024 → 08/2024
    Morgan Stanley
    Birmingham, MI
  • 09/2019 → 01/2023
    Kaku Sushi & Poke
    Birmingham, MI
  • 05/2021 → 08/2022
    Birmingham Country Club
    Birmingham, MI
  • 09/2022 → 05/2026
    Miami University
    Oxford, OH
  • 04/2004 → 08/2019
    Unemployed
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-28
  • S66 Uniform Combined State Law Examination
    2026-02-28
Other Names
  • Benjamin C Keziah
  • Benjamin Keziah

View on SEC IAPD

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