Philip Alan Geleta

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

• 04/2020 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Delmar, NY
• 06/2018 → 03/2020
  Zeem Solutions
  Schenectady, NY
• 05/2017 → 08/2018
  Toms Tents Of Halfmoon
  Waterford, NY
• 03/2017 → 12/2017
  Dicks Sporting Goods
  Albany, NY
• 08/2015 → 05/2019
  University At Albany
  Albany, NY
• 03/2024 → Present
  Goldman Sachs & Co Llc
  Cohoes, NY

Previous Registrations

• 2022-11-20 → 2024-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Delmar, NY
  Delmar, NY
  Albany, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-11-16

Other Names

• Philip Geleta