Elizabeth Melissa Woldring
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
6 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2021 to now
- Lex & CleoOct 2020 to now
- New York LifeJan 2021 to Feb 2021
- N/aMay 2020 to Oct 2020
- Urban RootsJun 2019 to Aug 2019
- American Eagle OutfittersSep 2018 to Jan 2019
- Saratoga County Public Defender's OfficeMay 2017 to Aug 2017
- Binghamton UniversitySep 2016 to May 2020
- Kilwin'sJul 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7330944
- Firm CRD
- 106693