Kevin Thomas Fryc
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.Mar 2026 to now
- Goldman Sachs & Co. LLCMar 2026 to now
- J.P. Morgan Securities LLCNov 2023 to Mar 2026
- JPMorgan Chase Bank, N.A.Jul 2023 to Mar 2026
- First Republic BankJun 2022 to Jul 2023
- Ernst & Young, LLPJan 2020 to May 2022
- Cohnreznick LLPJan 2017 to Dec 2019
- University of MarylandAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7796285
- Firm CRD
- 106693