Matthew A Tebaldi

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

• 04/2019 → 12/2020
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 09/2017 → 04/2019
  Ballston Spa National Bank
  Ballston Spa, NY
• 06/2016 → 05/2017
  Curtis Lumber
  Schuylerville, NY
• 08/2013 → 05/2017
  Suny Oswego
  Oswego, NY
• 06/2017 → 08/2017
  Unemployed
  Ballston Spa, NY
• 01/2021 → Present
  Goldman Sachs
  Latham, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-10-01
• S63 Uniform Securities Agent State Law Examination
  2019-08-05