Sarah Elizabeth Polzello

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

• 06/2025 → Present
  Goldman Sachs
  New York, NY
• 01/2021 → 05/2025
  Pkf O'COnnor Davies
  Woburn, MA
• 09/2019 → 01/2021
  Full-Time Education
  North Andover, MA
• 06/2019 → 09/2019
  Colony Grill
  Milford, CT
• 09/2018 → 06/2019
  Full-Time Education
  North Andover, MA
• 06/2018 → 09/2018
  Colony Grill
  Milford, CT
• 05/2016 → 06/2018
  Full-Time Education
  Trumbull, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-07-14