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Matthew Robert Felske

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

Boston, MA

CRD 7940860

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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
MA RA APPROVED 2025-09-30
  • MA RA
    APPROVED
    Since 2025-09-30

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

125 High Street 20Th Floor, Boston, MA 02110-2704 • 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 07/2025 Present
Between Job/School Boston MA 08/2024 07/2025
Goldman Sachs Ayco Cohoes NY 06/2024 08/2024
Between Jobs Delmar NY 05/2024 06/2024
Darmody, Merlino & Co., Llp Boston MA 01/2024 05/2024
Student Boston MA 06/2023 01/2024
Britt & Company Cpa, Llc Dedham MA 01/2023 06/2023
Between Highschool And College Delmar NY 06/2021 09/2021
Highschool Delmar NY 09/2017 06/2021
Middle School Delmar NY 09/2014 09/2017
Town Of Bethlehem Highway Department Selkirk NY 06/2022 08/2022
Between Jobs/School Boston MA 09/2021 06/2022
Between Jobs/School Boston MA 08/2022 01/2023
  • 07/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 08/2024 → 07/2025
    Between Job/School
    Boston, MA
  • 06/2024 → 08/2024
    Goldman Sachs Ayco
    Cohoes, NY
  • 05/2024 → 06/2024
    Between Jobs
    Delmar, NY
  • 01/2024 → 05/2024
    Darmody, Merlino & Co., Llp
    Boston, MA
  • 06/2023 → 01/2024
    Student
    Boston, MA
  • 01/2023 → 06/2023
    Britt & Company Cpa, Llc
    Dedham, MA
  • 06/2021 → 09/2021
    Between Highschool And College
    Delmar, NY
  • 09/2017 → 06/2021
    Highschool
    Delmar, NY
  • 09/2014 → 09/2017
    Middle School
    Delmar, NY
  • 06/2022 → 08/2022
    Town Of Bethlehem Highway Department
    Selkirk, NY
  • 09/2021 → 06/2022
    Between Jobs/School
    Boston, MA
  • 08/2022 → 01/2023
    Between Jobs/School
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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