Lukas Jack Moller
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Lukas Jack Moller? Claim your profile
Contact this firm
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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2023 to now
- Goldman SachsAug 2023 to now
- Unemployed/studentMay 2023 to Aug 2023
- United States Attorney's OfficeAug 2022 to May 2023
- Goldman SachsJun 2022 to Aug 2022
- Unemployed/studentAug 2021 to Jun 2022
- Albany County District Attorney's OfficeJun 2021 to Aug 2021
- Unemployed/studentAug 2018 to Jun 2021
- Altamont Department of Public WorksJun 2018 to Aug 2018
- Student/unemployedAug 2017 to Jun 2018
- Altamont Department of Public WorksJun 2017 to Aug 2017
- Student/unemployedAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7583442
- Firm CRD
- 106693