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Maria Kaldas

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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

13 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Sep 2022 to now
  2. Goldman SachsJul 2022 to now
  3. Ocean Power TechnologiesJun 2021 to Sep 2021
  4. Rutgers UniversitySep 2019 to May 2022
  5. Meadowlands YmcaJan 2019 to Jan 2022
  6. Firmenich FragranceJun 2018 to Aug 2019
  7. Young Women's Christian AssociationApr 2017 to Jun 2021
  8. Hasbrouck Heights Middle and High SchoolApr 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7604925
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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