Max Hervey Koen
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jul 2025 to now
- Goldman Sachs AycoApr 2025 to now
- Trustco BankMay 2024 to Apr 2025
- Suny GeneseoAug 2023 to May 2024
- Trustco BankMay 2023 to Aug 2023
- Suny GeneseoAug 2022 to May 2023
- Trustco BankJun 2022 to Aug 2022
- Suny GeneseoAug 2021 to May 2022
- Sunshine PoolsMay 2021 to Aug 2021
- Suny GeneseoAug 2020 to May 2021
- Niskayuna High SchoolSep 2019 to Jun 2020
- Mohawk Golf ClubMay 2019 to Oct 2019
- Niskayuna High SchoolSep 2018 to Jun 2019
- Niskayuna High SchoolSep 2017 to Jun 2018
- Niskayuna High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8078737
- Firm CRD
- 106693