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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 2023-10-19
  • NY RA
    APPROVED
    Since 2023-10-19

Branch Locations

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 Cohoes NJ 08/2023 Present
New Land Capital New York NY 04/2023 08/2023
United Nations Secretariat New York NY 09/2022 03/2023
Columbia University New York NY 09/2021 12/2022
National Business Daily Chengdu 07/2021 08/2021
Unemployed Chengdu 02/2021 07/2021
Rutgers University Camden NJ 09/2017 02/2021
Adelanto High School Adelanto CA 08/2016 08/2017
Shishi High School Chengdu 09/2014 08/2016
  • 08/2023 → Present
    Goldman Sachs
    Cohoes, NJ
  • 04/2023 → 08/2023
    New Land Capital
    New York, NY
  • 09/2022 → 03/2023
    United Nations Secretariat
    New York, NY
  • 09/2021 → 12/2022
    Columbia University
    New York, NY
  • 07/2021 → 08/2021
    National Business Daily
    Chengdu
  • 02/2021 → 07/2021
    Unemployed
    Chengdu
  • 09/2017 → 02/2021
    Rutgers University
    Camden, NJ
  • 08/2016 → 08/2017
    Adelanto High School
    Adelanto, CA
  • 09/2014 → 08/2016
    Shishi High School
    Chengdu
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2023-10-12

View on SEC IAPD

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