Brandon Preston Mahoney
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Feb 2026 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The College of Saint RoseMay 2020 to May 2023
- The Ayco Company, L.p./mercer AlliedApr 2019 to Jan 2021
- Bmw of South AlbanyAug 2018 to Mar 2019
- Apria HealthcareDec 2016 to Aug 2018
- College of Saint RoseJan 2014 to Dec 2016
- Albany Medical CenterJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
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
- 7111687
- Firm CRD
- 106693