Michael Matthew Barry

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

• 04/2016 → 11/2016
  Georgian Lakeside Resort
  Lake George, NY
• 11/2016 → 04/2017
  Unemployed/Extended Travel
  Saratoga Springs, NY
• 05/2017 → 04/2021
  National Income Life Insurance Company
  Albany, NY
• 09/2019 → 03/2020
  Mama Mia's Pizza And Cafe
  Saratoga Springs, NY
• 10/2020 → 01/2021
  Lippert Components
  Gloversville, NY
• 04/2021 → 04/2022
  Travelers Insurance Company
  Glens Falls, NY
• 09/2021 → 12/2021
  Raindancer Restaurant
  Amsterdam, NY
• 04/2022 → Present
  Goldman Sachs
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22