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Elizabeth Melissa Woldring

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7330944

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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 2021-08-12
  • NY RA
    APPROVED
    Since 2021-08-12

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
Saratoga Springs City School District Saratoga Springs NY 09/2002 09/2016
Binghamton University Binghamton NY 09/2016 05/2020
Saratoga County Public Defender's Office Saratoga Springs NY 05/2017 08/2017
Kilwin's Saratoga Springs NY 07/2015 08/2018
American Eagle Outfitters Binghamton NY 09/2018 01/2019
Urban Roots Saratoga Springs NY 06/2019 08/2019
Lex & Cleo Saratoga Springs NY 10/2020 Present
New York Life Saratoga Springs NY 01/2021 02/2021
N/A Saratoga Springs NY 05/2020 10/2020
  • 09/2002 → 09/2016
    Saratoga Springs City School District
    Saratoga Springs, NY
  • 09/2016 → 05/2020
    Binghamton University
    Binghamton, NY
  • 05/2017 → 08/2017
    Saratoga County Public Defender's Office
    Saratoga Springs, NY
  • 07/2015 → 08/2018
    Kilwin's
    Saratoga Springs, NY
  • 09/2018 → 01/2019
    American Eagle Outfitters
    Binghamton, NY
  • 06/2019 → 08/2019
    Urban Roots
    Saratoga Springs, NY
  • 10/2020 → Present
    Lex & Cleo
    Saratoga Springs, NY
  • 01/2021 → 02/2021
    New York Life
    Saratoga Springs, NY
  • 05/2020 → 10/2020
    N/A
    Saratoga Springs, NY
Other Businesses

(1) Owner at Element Wardrobe, a women's athletic clothing company. Organization's primary address is in Saratoga Springs, NY. Organization is not primarily engaged in investment-related activity. Start Date is December 1, 2020. Ten hours per month. Duties include ordering and selling branded clothing items.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-10
  • S66 Uniform Combined State Law Examination
    2021-08-10

View on SEC IAPD

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