Owen Samuel Brown

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

• 06/2016 → 01/2017
  Panera Bread
  Albany, NY
• 07/2017 → 10/2017
  Tops Friendly Markets
  Manlius, NY
• 06/2017 → 01/2018
  R&F Aquisition Group
  Syracuse, NY
• 09/2018 → 05/2019
  Madden School Of Business
  Syracuse, NY
• 05/2019 → 10/2019
  Northwestern Mutual
  Latham, NY
• 09/2020 → 12/2020
  Advantage Xpo - Onsite At Goldman Sachs Company
  Cohoes, NY
• 01/2021 → 12/2023
  Goldman Sachs
  Cohoes, NY
• 01/2024 → Present
  Goldman Sachs
  Cohoes, NY
• 09/2015 → 05/2019
  Le Moyne College
  Syracuse, NY
• 10/2019 → 09/2020
  Unemployed
  Troy, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30

Other Names

• Owen Samuel Brown
• Owen Brown