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Theresa Celine Fitzgibbon

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7879804

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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 2024-05-13
  • NY RA
    APPROVED
    Since 2024-05-13

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 Ayco Albany NY 02/2024 Present
Unemployed Albany NY 09/2023 02/2024
The Buck Institute For Research On Aging Novato CA 08/2022 09/2023
Marist College Poughkeepsie NY 06/2022 08/2022
Marist College Poughkeepsie NY 01/2022 05/2022
Revel 32 Poughkeepsie NY 03/2022 05/2022
D'RAymonds Resturant Albany NY 01/2021 01/2022
D'RAymonds Resturant Albany NY 04/2016 01/2019
Marin Tutors Mill Valley CA 09/2022 02/2023
Novato Gymnastics Center Novato CA 09/2022 03/2023
Target Albany NY 06/2020 04/2021
Marist College Poughkeepsie NY 06/2019 06/2019
Marist College Public Opinion Poughkeepsie NY 09/2018 12/2018
Marist College Poughkeepsie NY 01/2020 06/2020
St. Pius X Catholic Church Albany NY 09/2017 08/2018
Marist College Poughkeepsie NY 01/2022 05/2022
Marist College Poughkeepsie NY 08/2018 05/2022
Colonie Central Highschool Albany NY 09/2016 06/2018
Sand Creek Middle School Albany NY 09/2010 Present
  • 02/2024 → Present
    Goldman Sachs Ayco
    Albany, NY
  • 09/2023 → 02/2024
    Unemployed
    Albany, NY
  • 08/2022 → 09/2023
    The Buck Institute For Research On Aging
    Novato, CA
  • 06/2022 → 08/2022
    Marist College
    Poughkeepsie, NY
  • 01/2022 → 05/2022
    Marist College
    Poughkeepsie, NY
  • 03/2022 → 05/2022
    Revel 32
    Poughkeepsie, NY
  • 01/2021 → 01/2022
    D'RAymonds Resturant
    Albany, NY
  • 04/2016 → 01/2019
    D'RAymonds Resturant
    Albany, NY
  • 09/2022 → 02/2023
    Marin Tutors
    Mill Valley, CA
  • 09/2022 → 03/2023
    Novato Gymnastics Center
    Novato, CA
  • 06/2020 → 04/2021
    Target
    Albany, NY
  • 06/2019 → 06/2019
    Marist College
    Poughkeepsie, NY
  • 09/2018 → 12/2018
    Marist College Public Opinion
    Poughkeepsie, NY
  • 01/2020 → 06/2020
    Marist College
    Poughkeepsie, NY
  • 09/2017 → 08/2018
    St. Pius X Catholic Church
    Albany, NY
  • 01/2022 → 05/2022
    Marist College
    Poughkeepsie, NY
  • 08/2018 → 05/2022
    Marist College
    Poughkeepsie, NY
  • 09/2016 → 06/2018
    Colonie Central Highschool
    Albany, NY
  • 09/2010 → Present
    Sand Creek Middle School
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10

View on SEC IAPD

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