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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 | 2026-08-28 |
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 |
| Goldman Sachs & Co. Llc | New York | NY | 06/2025 | 08/2025 |
| Morgan Stanley | San Francisco | CA | 06/2024 | 05/2025 |
| Santa Clara University Pat Malley Fitness Center | Santa Clara | CA | 09/2023 | 04/2026 |
| Bank Of Hawaii | Honolulu | HI | 06/2023 | 08/2023 |
| Punahou | Honolulu | HI | 09/2010 | 05/2022 |
| Santa Clara University | Santa Clara | CA | 08/2022 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-08 |
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