Timothy Joseph Crill

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 07/2017
  The Ayco Company, L.P./Goldman Sachs
  Latham, NY
• 07/2017 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Boston, MA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Boston, MA

Previous Registrations

• 2013-10-17 → 2014-08-18
  Goldman Sachs Wealth Services, L.P.
  Latham, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-04
• S66 Uniform Combined State Law Examination
  2011-10-17

Other Names

• Timothy Joseph Crill