Brandon Tort
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.
- Ameriprise Financial Services, LLCSep 2026 to now
- Goldman Sachs Wealth Services, L.P.May 2025 to now
- Goldman Sachs & Co. LLCApr 2025 to Sep 2026
- Charles Schwab & Co., Inc.Oct 2023 to Apr 2025
- Total Wine and MoreJul 2022 to Oct 2023
- UnemployedDec 2021 to Jul 2022
- Sam's ClubAug 2020 to Dec 2021
- Dominos PizzaJun 2020 to Jul 2020
- UnemployedAug 2017 to Jun 2020
- UpsOct 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7804412
- Firm CRD
- 106693