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Michael Matthew Goetze

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 7690173

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-05
  • NJ RA
    APPROVED
    Since 2023-06-05

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
OrganizationCityStateFromTo
Hodges Ward Elliott Mamaroneck NY 06/2021 07/2021
Village Paint Supply Inc New York NY 07/2016 09/2021
Graydon Summer Day Camp Ridgewood NJ 06/2017 09/2019
Ridgewood High School Ridgewood NJ 09/2014 06/2018
Fairfield University Fairfield CT 09/2018 05/2022
Village Paint Newburgh NY 09/2022 12/2022
Goldman Sachs Ridgewood NJ 01/2023 Present
Unemployed Newburgh NY 06/2022 09/2022
  • 06/2021 → 07/2021
    Hodges Ward Elliott
    Mamaroneck, NY
  • 07/2016 → 09/2021
    Village Paint Supply Inc
    New York, NY
  • 06/2017 → 09/2019
    Graydon Summer Day Camp
    Ridgewood, NJ
  • 09/2014 → 06/2018
    Ridgewood High School
    Ridgewood, NJ
  • 09/2018 → 05/2022
    Fairfield University
    Fairfield, CT
  • 09/2022 → 12/2022
    Village Paint
    Newburgh, NY
  • 01/2023 → Present
    Goldman Sachs
    Ridgewood, NJ
  • 06/2022 → 09/2022
    Unemployed
    Newburgh, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-01
  • S66 Uniform Combined State Law Examination
    2023-06-01
Other Names
  • Michael Goetze

View on SEC IAPD

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