Kaitlyn Anne Vadell

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

• 08/2014 → 08/2017
  Curiosities
  Fort Collins, CO
• 05/2015 → 07/2017
  First National Bank Of Omaha
  Fort Collins, CO
• 03/2018 → 05/2018
  Target
  Minneapolis, MN
• 09/2017 → 03/2018
  Unemployed
  Minneapolis, MN
• 07/2018 → 12/2020
  H&M
  Albany, NY
• 01/2021 → 12/2021
  Suny- Albany
  Albany, NY
• 01/2022 → Present
  Goldman Sachs & Co.LLc
  New York , NY

Other Businesses

(1) Owner of Yarn Theory Studio Etsy, a retail company. Organization operates out of Albany, NY. Organization is not primarily engaged in investment-related activity. Start Date: September 01, 2016. Five hours per month. Duties include the general management of the organization. (2) Owner of a residential real estate rental property in Albany, NY. Organization is not primarily engaged in investment-related activity. Start Date: April 16, 2026. Four hours per month. Duties include general ownership responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09

Other Names

• Kaitlyn Vadell