Michael Kane

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 12/2017 → 04/2018
  Unemployed
  Saratoga Springs, NY
• 09/2017 → 11/2017
  Adirondack Trust Company
  Saratoga Springs, NY
• 07/2017 → 11/2017
  Saratoga National Golf Course
  Saratoga Springs, NY
• 01/2014 → 05/2017
  Suny Geneseo
  Geneseo, NY
• 05/2015 → 05/2017
  Next Door Kitchen & Bar
  Ballston Spa, NY
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-26
• S65 Uniform Investment Adviser Law Examination
  2019-03-01

Other Names

• Michael Oliver Kane