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Sarah Madison Dudley

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

Boston, MA

CRD 7941182

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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 2025-09-17
  • MA RA
    APPROVED
    Since 2025-09-17

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
Providence College Providence RI 09/2024 05/2025
Goldman Sachs & Co. Llc New York NY 06/2024 08/2024
Providence College Providence RI 09/2023 05/2024
Clearbridge Investments New York NY 06/2023 08/2023
Providence College Providence College RI 09/2022 05/2023
Franklin Templeton New York NY 06/2022 07/2022
Providence College Providence RI 09/2021 05/2022
Convent Of The Sacred Heart New York NY 09/2020 06/2021
Monticello Consulting Group New York NY 06/2020 08/2020
Convent Of The Sacred Heart New York NY 09/2018 06/2020
The Children's Village Dobb's Ferry NY 08/2018 08/2018
Convent Of The Sacred Heart New York NY 09/2017 06/2018
Saint Ignatius Loyola School New York NY 09/2008 06/2017
  • 07/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 09/2024 → 05/2025
    Providence College
    Providence, RI
  • 06/2024 → 08/2024
    Goldman Sachs & Co. Llc
    New York, NY
  • 09/2023 → 05/2024
    Providence College
    Providence, RI
  • 06/2023 → 08/2023
    Clearbridge Investments
    New York, NY
  • 09/2022 → 05/2023
    Providence College
    Providence College, RI
  • 06/2022 → 07/2022
    Franklin Templeton
    New York, NY
  • 09/2021 → 05/2022
    Providence College
    Providence, RI
  • 09/2020 → 06/2021
    Convent Of The Sacred Heart
    New York, NY
  • 06/2020 → 08/2020
    Monticello Consulting Group
    New York, NY
  • 09/2018 → 06/2020
    Convent Of The Sacred Heart
    New York, NY
  • 08/2018 → 08/2018
    The Children's Village
    Dobb's Ferry, NY
  • 09/2017 → 06/2018
    Convent Of The Sacred Heart
    New York, NY
  • 09/2008 → 06/2017
    Saint Ignatius Loyola School
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-27
  • S66 Uniform Combined State Law Examination
    2025-08-27

View on SEC IAPD

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