Caitlyn Alyssa Miller

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

• 06/2022 → 08/2022
  Goldman Sachs
  Albany, NY
• 06/2020 → Present
  Duckpond Farms
  Guilderland, NY
• 09/2019 → 05/2023
  Bentley University
  Waltham, MA
• 10/2018 → 02/2021
  Starbucks
  Albany, NY
• 06/2021 → 01/2022
  Tronco Financial Group
  Albany, NY
• 01/2013 → 06/2019
  Guilderland Public School
  Altamont, NY

Other Businesses

(1) Part-time employee of Duck Pond Farms, an ice cream store. Organization's primary address is in Altamont, NY. Organization is not primarily engaged in investment-related activity. Start Date: June 01, 2020. Eight hours per month. Duties include working at the ice cream store. (2) Part-time employee at GymRat LLC, a basketball recruiting company. Organization operates out of New York. Organization is not primarily engaged in investment-related activity. Start Date: February 1, 2024. Five hours per week. Duties include sales and inventory of the company.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-08

Other Names

• Caitlyn Miller