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Vice President, Treasurer · Goldman Sachs Wealth Services, L.P.

Shelley M Luks

CRD 6004389 · Named on Form ADV at one SEC-registered adviser

At a glance

Goldman Sachs Wealth Services, L.P., an SEC-registered wealth manager based in Cohoes, NY with $31.7 billion in regulatory assets, lists Shelley M Luks on its Form ADV as Vice President, Treasurer, a control person.

Firms and roles

AtlasMembers

Shelley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kyle KinowskiVice President, Assistant Secretary, Goldman Sachs Wealth Services, L.P.
  • Jason P. ShepardVice President, Secretary, Goldman Sachs Wealth Services, L.P.
  • Sarah M. FeithVice President, Chief Compliance Officer, Goldman Sachs Wealth Services, L.P.
  • Sara Naison-TarajanoPresident, Chief Executive Officer, Goldman Sachs Wealth Services, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.