Kyle Alexander Mccarey
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.Sep 2024 to now
- Goldman Sachs Co.Aug 2024 to now
- Cadaret Grant & Co., Inc.Nov 2022 to Aug 2024
- Westchester Financial PartnersJan 2022 to Aug 2024
- Ll BeanSep 2021 to Dec 2021
- Westchester Financial PartnersMay 2021 to Aug 2021
- Ltn DistributorsApr 2021 to Aug 2021
- Shoprite SupermarketsDec 2020 to May 2021
- University At Albany (suny)Aug 2020 to May 2022
- Remax BenchmarkJan 2020 to Dec 2020
- Suny OrangeAug 2017 to May 2020
- Shoprite SupermarketsSep 2015 to Jun 2020
- John S. Burke Catholic High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7494214
- Firm CRD
- 106693