Thomas Roy Suarez
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Goldman Sachs & Co. LLCJan 2021 to now
- Goldman Sachs Wealth Services, L.P.Dec 2020 to now
- The Ayco Company, L.p./mercer AlliedSep 2020 to Jan 2021
- UnemployedMar 2020 to Aug 2020
- Guardian Life InsuranceMay 2019 to Mar 2020
- Park Avenue SecuritiesMay 2019 to Mar 2020
- Park Avenue Securities, LLCJan 2017 to Apr 2019
- Strategies for WealthOct 2016 to Mar 2020
- Guardian Life Insurance Co of AmericaOct 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6408804
- Firm CRD
- 106693