TC
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Thomas Coyle

3 Years of Experience
New York, NY
1 DisclosureBroker

Thomas Coyle is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in New York, NY, with 3 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1136 advisors
Number of Clients
117,699 clients
Average Client Portfolio
$269K average
Assets Under Management
$31.7B

Fee Structure

Planning is included in investment management (also available separately)

Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.

  • Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
  • Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
  • Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
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Location

200 West Street, New York, NY, 10282-2198

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History

Regulatory History (1)
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Criminal
January 2012
Final Disposition
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
June 2024 - Present · 2 yrs 4 mos
Goldman Sachs & CO. LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
First Investors CorporationBroker
September 2011 - June 2012 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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