Goldman Sachs Wealth Services
40yrs
Top advisor by experience in Cohoes
7yrs
Liam Roohan
Financial advisor at Goldman Sachs Wealth Services
Liam Roohan has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Cohoes, New York. Liam joined Goldman Sachs Wealth Services in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Goldman Sachs Wealth Services reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 304 advisors with offices in Cohoes, and one of 276 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?More experience than 52% of advisors in Cohoes
Office100 Coliseum Drive, Cohoes, NY 12047
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowGoldman Sachs Wealth Services, L.P.Current firm
Contact Liam
(518) 886-4000Goldman Sachs Wealth Services main office 100 Coliseum DriveCohoes, NY 12047Office · Get directions LinkedIn pageGoldman Sachs Wealth Services
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Questions to ask Liam
Tailored to Liam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Liam
How do I contact Liam?
Call Goldman Sachs Wealth Services at (518) 886-4000 and ask for Liam Roohan. Liam works from the Cohoes, NY office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2020, about 7 years. More experience than 52% of advisors in Cohoes.
What licenses does Liam hold?
Series 66. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Liam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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