Thomas Francis Mccarty
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
14 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
14 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2025 to now
- Goldman Sachs & Co. LLCJul 2021 to now
- Vermont Information ProcessingFeb 2019 to Jul 2021
- Pfs Investments Inc.Jan 2019 to Jul 2021
- Primerica Financial ServicesJul 2018 to Jul 2021
- Plattsburgh State UniversitySep 2015 to May 2018
- Volo Aviation LLCNov 2012 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7059183
- Firm CRD
- 106693