Goldman Sachs Wealth Services, L.P.

Overview

Goldman Sachs Wealth Services, L.P. is an SEC registered investment adviser based in Cohoes, NY, registered since 1982. It reports $31.7B in assets under management across 36,184 accounts, with 1,923 employees. It has 1,137 investment adviser representatives.

Reported AUM

$31.7B

Discretionary

100%

Accounts

36,184

Average account

$876K

Employees

1,923

Advisory reps

1,137

Registered since

1982

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees

Executive officers 3 of 5

• Sara Naison-Tarajano President, Chief Executive Officer CRD 3271630
• Sarah Morgan Feith Vice President, Chief Compliance Officer CRD 7194514
• Jason Patrick Shepard Vice President, Secretary CRD 4771759

2 more executive officers, with direct contact details

Advisory reps 3 of 1,137

• Joseph Abed El Latif Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6091481
• Amelia Rae Abels Registered Rep · Investment Adviser Rep CRD 8117054
• Callum Peter Abernethy Registered Rep · Investment Adviser Rep CRD 8070431

1,134 more advisory reps, with emails, phones and branch locations

Location

Headquarters

100 Coliseum Dr
Cohoes, NY 12047

County

Albany

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: goldmansachs.com/what-we-do/ayco

Every state, with registration dates

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