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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| PA | RA | APPROVED | 2000-06-14 |
Branch Locations
1500 Main Street Suite 210, Canonsburg, PA 15317 • United States
1301 W. Long Lake Rd Suite 360 , Troy, MI 48098 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Allied Company, L.P. | Clifton Park | NY | 03/1999 | 01/2021 |
| Goldman Sachs & Co. Llc | Canonsburg | PA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-12 |
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