Kaylee E Merlow

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

• 10/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 03/2019 → 11/2019
  Albany Management
  Albany, NY
• 09/2018 → 10/2019
  State Farm
  Malta, NY
• 08/2018 → 09/2018
  Acara Solutions
  Clifton Park, NY
• 04/2018 → 12/2018
  Saratoga Arms
  Saratoga Springs, NY
• 09/2016 → 09/2017
  The University Of Manchester
  Manchester
• 05/2011 → 02/2019
  Caffe Vero
  Lake George, NY
• 06/2015 → 09/2016
  The Boardwalk
  Lake George, NY
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14