Kyle Alexander Mccarey

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

• 01/2022 → 08/2024
  Westchester Financial Partners
  Tarrytown, NY
• 11/2022 → 08/2024
  Cadaret Grant & Co., Inc.
  Tarrytown, NY
• 09/2021 → 12/2021
  Ll Bean
  Albany, NY
• 05/2021 → 08/2021
  Westchester Financial Partners
  Tarrytown, NY
• 04/2021 → 08/2021
  Ltn Distributors
  Otisville, NY
• 12/2020 → 05/2021
  Shoprite Supermarkets
  Montgomery, NY
• 08/2020 → 05/2022
  University At Albany (Suny)
  Albany, NY
• 01/2020 → 12/2020
  Remax Benchmark
  Middletown, NY
• 08/2017 → 05/2020
  Suny Orange
  Middletown, NY
• 09/2015 → 06/2020
  Shoprite Supermarkets
  Middletown, NY
• 09/2013 → 05/2017
  John S. Burke Catholic High School
  Goshen, NY
• 08/2024 → Present
  Goldman Sachs Co.
  Albany, NY

Previous Registrations

• 2023-02-15 → 2024-08-19
  Cadaret, Grant & Co., Inc.
  Tarrytown, NY
  Syracuse, NY
  Lake Success, NY
  Syracuse, NY
  Syracuse, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-02-14