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Samuel David Wein

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

Troy, MI

CRD 7941106

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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
MI RA APPROVED 2025-09-16
  • MI RA
    APPROVED
    Since 2025-09-16

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

1301 W. Long Lake Road Suite 360, Troy, MI 48098 • 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 & Co.LLc New York NY 07/2025 Present
Miami University Oxford OH 08/2024 05/2025
Goldman Sachs Troy MI 06/2024 08/2024
Assured Partners Westlake OH 06/2023 08/2023
Mutual Security Mortgage Boulder CO 08/2020 10/2021
Rollhouse Entertainment Solon OH 07/2022 08/2022
Rollhouse Entertainment Solon OH 01/2018 08/2020
Middle/High School Bainbridge OH 01/2012 01/2018
College Oxford OH 10/2021 07/2022
College Oxford OH 08/2023 06/2024
College Oxford OH 08/2022 06/2023
Unemployed Chagrin Falls OH 05/2025 07/2025
  • 07/2025 → Present
    Goldman Sachs & Co.LLc
    New York, NY
  • 08/2024 → 05/2025
    Miami University
    Oxford, OH
  • 06/2024 → 08/2024
    Goldman Sachs
    Troy, MI
  • 06/2023 → 08/2023
    Assured Partners
    Westlake, OH
  • 08/2020 → 10/2021
    Mutual Security Mortgage
    Boulder, CO
  • 07/2022 → 08/2022
    Rollhouse Entertainment
    Solon, OH
  • 01/2018 → 08/2020
    Rollhouse Entertainment
    Solon, OH
  • 01/2012 → 01/2018
    Middle/High School
    Bainbridge, OH
  • 10/2021 → 07/2022
    College
    Oxford, OH
  • 08/2023 → 06/2024
    College
    Oxford, OH
  • 08/2022 → 06/2023
    College
    Oxford, OH
  • 05/2025 → 07/2025
    Unemployed
    Chagrin Falls, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-11
  • S66 Uniform Combined State Law Examination
    2025-09-11

View on SEC IAPD

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