Callum Peter Abernethy

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

• 04/2025 → Present
  Goldman Sachs
  Newport Beach, CA
• 06/2023 → 08/2023
  Fs Investments
  Philadelphia, PA
• 06/2021 → 08/2021
  M2O Private Fund Advisors
  Greenwich, CT
• 08/2023 → 05/2024
  Upenn
  Philadelphia, PA
• 05/2024 → 04/2025
  Unemployed
  Greenwich, CT
• 08/2021 → 06/2023
  Upenn
  Philadelphia, PA
• 08/2020 → 06/2021
  Upenn
  Philadelphia, PA
• 08/2016 → 08/2020
  Greenwich High School
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29

Other Names

• Callum Abernethy