Max Spagnola
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
16 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
16 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2022 to now
- Goldman SachsSep 2021 to now
- America's Pastime StablesMar 2019 to now
- Amsterdam MohawksJan 2019 to Sep 2021
- Siena CollegeSep 2018 to May 2021
- Binghamton UniversityAug 2017 to May 2018
- Amsterdam Municipal Golf CourseMar 2017 to Aug 2019
- Interstate Collegiate Baseball LeagueJun 2016 to Aug 2018
- Greater Amsterdam School DistrictJan 2010 to Jun 2017
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
- 7446978
- Firm CRD
- 106693