Max Spagnola

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

• 03/2019 → Present
  America's Pastime Stables
  Amsterdam, NY
• 03/2017 → 08/2019
  Amsterdam Municipal Golf Course
  Amsterdam, NY
• 09/2018 → 05/2021
  Siena College
  Loudonville, NY
• 01/2019 → 09/2021
  Amsterdam Mohawks
  Amsterdam, NY
• 06/2016 → 08/2018
  Interstate Collegiate Baseball League
  Amsterdam, NY
• 08/2017 → 05/2018
  Binghamton University
  Binghamton, NY
• 01/2010 → 06/2017
  Greater Amsterdam School District
  Amsterdam, NY
• 09/2021 → Present
  Goldman Sachs
  Cohoes, NY

Other Businesses

Co-owner and bookkeeper at America's Pastime Stables, a horse racing organization. Organization's primary address is in Amsterdam, NY. Organization is not primarily engaged in investment-related activity. Start date was March 27, 2021. One hour per week. Duties include overseeing the bookkeeping of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31