Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
100 Coliseum Drive, Cohoes, NY 12047 • United States
125 High Street 20Th Floor, Boston, MA 02110-2704 • United States
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 |
| Providence College | Providence | RI | 09/2024 | 05/2025 |
| Goldman Sachs & Co. Llc | New York | NY | 06/2024 | 08/2024 |
| Providence College | Providence | RI | 09/2023 | 05/2024 |
| Clearbridge Investments | New York | NY | 06/2023 | 08/2023 |
| Providence College | Providence College | RI | 09/2022 | 05/2023 |
| Franklin Templeton | New York | NY | 06/2022 | 07/2022 |
| Providence College | Providence | RI | 09/2021 | 05/2022 |
| Convent Of The Sacred Heart | New York | NY | 09/2020 | 06/2021 |
| Monticello Consulting Group | New York | NY | 06/2020 | 08/2020 |
| Convent Of The Sacred Heart | New York | NY | 09/2018 | 06/2020 |
| The Children's Village | Dobb's Ferry | NY | 08/2018 | 08/2018 |
| Convent Of The Sacred Heart | New York | NY | 09/2017 | 06/2018 |
| Saint Ignatius Loyola School | New York | NY | 09/2008 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
Reach out to this advisor