Sarah Madison Dudley
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
18 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
18 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Providence CollegeSep 2024 to May 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Providence CollegeSep 2023 to May 2024
- Clearbridge InvestmentsJun 2023 to Aug 2023
- Providence CollegeSep 2022 to May 2023
- Franklin TempletonJun 2022 to Jul 2022
- Providence CollegeSep 2021 to May 2022
- Convent of the Sacred HeartSep 2020 to Jun 2021
- Monticello Consulting GroupJun 2020 to Aug 2020
- Convent of the Sacred HeartSep 2018 to Jun 2020
- The Children's VillageAug 2018 to Aug 2018
- Convent of the Sacred HeartSep 2017 to Jun 2018
- Saint Ignatius Loyola SchoolSep 2008 to Jun 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
- 7941182
- Firm CRD
- 106693