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Michael Alexander Caggiano

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 8316202

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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 2026-08-26
  • NJ RA
    APPROVED
    Since 2026-08-26

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
Goldman Sachs & Co. Llc New York NY 07/2026 Present
Pwm Advisors Totowa NJ 06/2025 07/2025
Planning Alliance Shrewsburry NJ 06/2024 07/2024
Jenkinsons Parking Point Pleasant NJ 06/2024 08/2024
Jenkinsons Parking Point Pleasant NJ 06/2025 08/2025
Usabl Umpires Point Pleasant NJ 07/2020 08/2022
Quinnipiac University Hamden CT 09/2022 05/2024
Quinnipiac University Hamden CT 08/2024 08/2025
Quinnipiac University Hamden CT 08/2025 05/2026
Christian Brothers Academy High School Lincroft NJ 09/2018 05/2022
Barkalow Middle School Freehold NJ 09/2016 06/2018
  • 07/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2025 → 07/2025
    Pwm Advisors
    Totowa, NJ
  • 06/2024 → 07/2024
    Planning Alliance
    Shrewsburry, NJ
  • 06/2024 → 08/2024
    Jenkinsons Parking
    Point Pleasant, NJ
  • 06/2025 → 08/2025
    Jenkinsons Parking
    Point Pleasant, NJ
  • 07/2020 → 08/2022
    Usabl Umpires
    Point Pleasant, NJ
  • 09/2022 → 05/2024
    Quinnipiac University
    Hamden, CT
  • 08/2024 → 08/2025
    Quinnipiac University
    Hamden, CT
  • 08/2025 → 05/2026
    Quinnipiac University
    Hamden, CT
  • 09/2018 → 05/2022
    Christian Brothers Academy High School
    Lincroft, NJ
  • 09/2016 → 06/2018
    Barkalow Middle School
    Freehold, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
  • S66 Uniform Combined State Law Examination
    2026-07-16

View on SEC IAPD

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