Brody O'COnnor

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

• 08/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 06/2018 → 08/2018
  Point72, L.P.
  Stamford, CT
• 05/2014 → 08/2019
  Cunningham's Ice And Coin Laundry
  Ballston Spa, NY
• 05/2015 → 04/2018
  Ballston Spa National Bank
  Ballston Spa, NY
• 09/2016 → 05/2019
  Columbia University
  New York, NY
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Other Names

• Brody Oconnor