Samuel Adam Bodner

Goldman Sachs Wealth Services, L.P.

CRD 8116491

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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	2026-08-21

NJ RA
APPROVED

Since 2026-08-21

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
Goldman Sachs & Co. Llc	New York	NY	07/2026	Present
Goldman Sachs & Co. Llc	New York	NY	06/2025	08/2025
Double Diamond Investment Group	Boynton Beach	FL	05/2023	06/2026
Crestmont Country Club	West Orange	NJ	04/2022	06/2026
Student	Livingston	NJ	06/2010	05/2023

07/2026 → Present

Goldman Sachs & Co. Llc

New York, NY
06/2025 → 08/2025

Goldman Sachs & Co. Llc

New York, NY
05/2023 → 06/2026

Double Diamond Investment Group

Boynton Beach, FL
04/2022 → 06/2026

Crestmont Country Club

West Orange, NJ
06/2010 → 05/2023

Student

Livingston, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-16

S66 Uniform Combined State Law Examination

2025-05-16

View on SEC IAPD

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