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Zachary Martin Rudolph

Goldman Sachs Wealth Services, L.P.

New York, NY

CRD 7141028

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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
TX RA APPROVED 2022-05-10
NY RA APPROVED 2021-11-11
  • TX RA
    APPROVED
    Since 2022-05-10
  • NY RA
    APPROVED
    Since 2021-11-11

Branch Locations

200 West Street, New York, NY 10282 • 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
Goldman Sachs New York NY 06/2021 Present
Hobart College Geneva NY 08/2017 05/2021
Ayco - A Goldman Sachs Company New York NY 06/2020 07/2020
Saltgate Limited London 04/2020 05/2020
Southern Lehigh High School Center Valley NY 08/2013 06/2017
  • 06/2021 → Present
    Goldman Sachs
    New York, NY
  • 08/2017 → 05/2021
    Hobart College
    Geneva, NY
  • 06/2020 → 07/2020
    Ayco - A Goldman Sachs Company
    New York, NY
  • 04/2020 → 05/2020
    Saltgate Limited
    London
  • 08/2013 → 06/2017
    Southern Lehigh High School
    Center Valley, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2021-11-05

View on SEC IAPD

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