Austin Thomas Phillips
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2022 to now
- Goldman Sachs AycoApr 2021 to now
- The Federal Savings BankNov 2020 to Feb 2021
- Pioneer BankMay 2019 to Nov 2020
- Jackson Lewis, P.C.Dec 2018 to May 2019
- The College of Saint RoseAug 2017 to Dec 2019
- Hudson Valley Community CollegeAug 2015 to Aug 2017
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
- 7364882
- Firm CRD
- 106693