Philip Alan Geleta
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Philip Alan Geleta? Claim your profile
Contact this firm
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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Mar 2024 to now
- Goldman Sachs & Co LLCMar 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Mar 2024
- Zeem SolutionsJun 2018 to Mar 2020
- Toms Tents of HalfmoonMay 2017 to Aug 2018
- Dicks Sporting GoodsMar 2017 to Dec 2017
- University At AlbanyAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6429185
- Firm CRD
- 106693