Max B Stupak

Goldman Sachs Wealth Services, L.P.

CRD 7565292

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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:

Current Employers

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-06-15

NJ RA
APPROVED

Since 2026-06-15

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
N/A	Woodcliff Lake	NJ	07/2014	05/2020
Kesef Accounting Services	Montvale	NJ	06/2022	08/2022
Syracuse University	Syracuse	NY	08/2020	05/2024
Goldman Sachs	Cohoes	NY	06/2023	08/2023
Goldman Sachs & Co. Llc	New York	NY	07/2024	Present

07/2014 → 05/2020

N/A

Woodcliff Lake, NJ
06/2022 → 08/2022

Kesef Accounting Services

Montvale, NJ
08/2020 → 05/2024

Syracuse University

Syracuse, NY
06/2023 → 08/2023

Goldman Sachs

Cohoes, NY
07/2024 → Present

Goldman Sachs & Co. Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-12
S63	Uniform Securities Agent State Law Examination	2024-10-16

S66 Uniform Combined State Law Examination

2026-06-12
S63 Uniform Securities Agent State Law Examination

2024-10-16

Other Names

Max Stupak
Max B Stupak
Max Benjamin Stupak

View on SEC IAPD

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