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Kevyn Barnes

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 4495973

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-04
  • NY RA
    APPROVED
    Since 2023-02-04

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Albany NY 09/2000 Present
  • 09/2000 → Present
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
S63 Uniform Securities Agent State Law Examination 2002-08-05
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2002-08-05
Other Names
  • Kevyn Barnes
  • Kevyn Wilson Barnes

View on SEC IAPD

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