Lukas Jack Moller

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

• 08/2023 → Present
  Goldman Sachs
  Cohoes, NY
• 08/2016 → 06/2017
  Student/Unemployed
  Berne, NY
• 06/2017 → 08/2017
  Altamont Department Of Public Works
  Altamont, NY
• 08/2017 → 06/2018
  Student/Unemployed
  Albany, NY
• 06/2018 → 08/2018
  Altamont Department Of Public Works
  Altamont, NY
• 08/2018 → 06/2021
  Unemployed/Student
  Albany, NY
• 06/2021 → 08/2021
  Albany County District Attorney's Office
  Albany, NY
• 08/2021 → 06/2022
  Unemployed/Student
  Albany, NY
• 06/2022 → 08/2022
  Goldman Sachs
  Cohoes, NY
• 08/2022 → 05/2023
  United States Attorney's Office
  Albany, NY
• 05/2023 → 08/2023
  Unemployed/Student
  Albany, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-26