Peter James Kalil

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

• 07/2016 → 03/2017
  The Ayco Company, L.P.
  Albany, NY
• 03/2017 → 06/2020
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 04/2017 → 05/2021
  Kalil's Lawn Care And Property Maintenance
  Schenectady, NY
• 04/2021 → 06/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2020 → 07/2021
  Kalil Auto Group Llc
  Albany, NY
• 07/2022 → Present
  Goldman Sachs & Co. Llc
  Saratoga, NY

Previous Registrations

• 2021-05-06 → 2022-07-11
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2020-05-13 → 2020-06-04
  Goldman Sachs Wealth Services, L.P.
  Latham, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-08-01

Other Names

• Peter James Kalil