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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-18 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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 |
| Full-Time Education | Tucson | AZ | 07/2015 | 05/2025 |
| The Mac Truck | Temecula | CA | 05/2022 | 08/2023 |
| The University Of Arizona, Student Unions | Tucson | AZ | 03/2023 | 05/2023 |
| Times Square Pizza And Bagels | Temecula | CA | 11/2020 | 07/2022 |
| Loews Hotels | Tucson | AZ | 01/2024 | 05/2024 |
| Goldman Sachs & Co. Llc | New York | NY | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-13 |
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