Max Hervey Koen
Investment Adviser Representative at Goldman Sachs Wealth Services, L.P.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Max Hervey Koen is an investment adviser representative with Goldman Sachs Wealth Services, L.P. in Cohoes, NY, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 268
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs AycoApr 2025 – no end date reportedCohoes, NY
- Trustco BankMay 2024 – Apr 2025Albany, NY
- Trustco BankMay 2023 – Aug 2023Albany, NY
- Trustco BankJun 2022 – Aug 2022Albany, NY
- Sunshine PoolsMay 2021 – Aug 2021Wynantskill, NY
- Mohawk Golf ClubMay 2019 – Oct 2019Schenectady, NY
- SUNY GeneseoAug 2023 – May 2024Geneseo, NY
- SUNY GeneseoAug 2022 – May 2023Geneseo, NY
- SUNY GeneseoAug 2021 – May 2022Geneseo, NY
- SUNY GeneseoAug 2020 – May 2021Geneseo, NY
- Niskayuna High SchoolSep 2019 – Jun 2020Niskayuna, NY
- Niskayuna High SchoolSep 2018 – Jun 2019Niskayuna, NY
- Niskayuna High SchoolSep 2017 – Jun 2018Niskayuna, NY
- Niskayuna High SchoolSep 2016 – Jun 2017Niskayuna, NY
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Goldman Sachs Wealth Services, L.P.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,083
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Cohoes, NY
- SEC file number:
- 801-48238
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Goldman Sachs Wealth Services, L.P.
Showing 12 of 1,083 in the directory
Similar advisors in Cohoes, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max Hervey Koen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched