Matthew Robert Felske
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Between Job/schoolAug 2024 to Jul 2025
- Goldman Sachs AycoJun 2024 to Aug 2024
- Between JobsMay 2024 to Jun 2024
- Darmody, Merlino & Co., LLPJan 2024 to May 2024
- StudentJun 2023 to Jan 2024
- Britt & Company Cpa, LLCJan 2023 to Jun 2023
- Between Jobs/schoolAug 2022 to Jan 2023
- Town of Bethlehem Highway DepartmentJun 2022 to Aug 2022
- Between Jobs/schoolSep 2021 to Jun 2022
- Between Highschool and CollegeJun 2021 to Sep 2021
- HighschoolSep 2017 to Jun 2021
- Middle SchoolSep 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7940860
- Firm CRD
- 106693