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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 07/2025 | Present |
| Syracuse University | Syracuse | NY | 08/2021 | 05/2025 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 06/2024 | 08/2024 |
| Utica Blue Sox | Utica | NY | 05/2017 | 07/2025 |
| Cooperstown Country Club | Cooperstown | NY | 07/2023 | 07/2025 |
| Full Time Education | West Winfield | NY | 01/2015 | 05/2017 |
(1) Part-time Employee at Instacart Inc., a grocery delivery business. Activity will take place from Saratoga Springs, NY. Organization is not primarily engaged in investment-related activity. Start Date: December 03, 2025. Five hours per week. Duties include delivering groceries to customers. (2) Part-time Employee at Cooperstown Country Club, a country club. Organization operates out of Cooperstown, NY. Organization is not primarily engaged in investment-related activity. Start Date: February 17th, 2026. Three hours per month. Duties include assisting with large events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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