Trevar Richard 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

• 05/2020 → Present
  Goldman Sachs & Co. Llc
  Salt Lake City, UT
• 06/2015 → 06/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  Sao Paulo
• 05/2018 → 08/2018
  Franchise Creator
  Miami, FL
• 06/2017 → 08/2017
  Unemployed
  Miami, FL
• 01/2018 → 04/2018
  Corient Capital Partners, Llc
  Provo, UT
• 08/2018 → 12/2018
  Formula Advisors
  Provo, UT
• 06/2019 → 08/2019
  Goldman Sachs & Co. Llc
  Salt Lake City, UT
• 01/2019 → 05/2019
  Global Financial Advisors
  Provo, UT
• 01/2020 → 05/2020
  Taxhawk
  Provo, UT
• 10/2019 → 12/2019
  Myeducator Llc
  Provo, UT
• 08/2017 → 04/2020
  Brigham Young University
  Provo, UT

Previous Registrations

• 2022-10-03 → 2024-04-16
  United Capital Financial Advisors
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-27