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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 2025-09-18
  • NY RA
    APPROVED
    Since 2025-09-18

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 & Co. Llc New York NY 07/2025 Present
Goldman Sachs & Co.LLc. Cohoes NY 06/2024 08/2024
Safari Bags Kolkata 09/2020 08/2021
Starbucks (Union College Hospitality) Schenectady NY 10/2021 06/2024
Starbucks(Union College Hospitality) Schenectady NY 09/2024 06/2025
Union College Schenectady NY 04/2023 11/2024
Union College Schenectady NY 09/2022 06/2024
Calcutta International School Kolkata 07/2010 06/2021
  • 07/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2024 → 08/2024
    Goldman Sachs & Co.LLc.
    Cohoes, NY
  • 09/2020 → 08/2021
    Safari Bags
    Kolkata
  • 10/2021 → 06/2024
    Starbucks (Union College Hospitality)
    Schenectady, NY
  • 09/2024 → 06/2025
    Starbucks(Union College Hospitality)
    Schenectady, NY
  • 04/2023 → 11/2024
    Union College
    Schenectady, NY
  • 09/2022 → 06/2024
    Union College
    Schenectady, NY
  • 07/2010 → 06/2021
    Calcutta International School
    Kolkata
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-18

View on SEC IAPD

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