Planmember Securities
6yrs
6 years in the industry
8yrs
Kevin Wright
Full name on record: Kevin Patrick Wright
Financial advisor at Goldman Sachs Wealth Services
Based in Blue Point, New York, Kevin Wright is a fiduciary financial advisor with 8 years of industry experience. Kevin has been with Goldman Sachs Wealth Services since 2019. Goldman Sachs Wealth Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and subscription fees.
At a glance
Experience8 years (since 2019)
How that compares ?More experience than 57% of advisors at Goldman Sachs Wealth Services
OfficeBlue Point, NY
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowGoldman Sachs Wealth Services, L.P.Current firm
Contact Kevin
(518) 886-4000Firm headquarters in Cohoes, NY. Ask for Kevin. Blue Point, NYOffice · Get directions LinkedIn pageGoldman Sachs Wealth ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Goldman Sachs Wealth Services at (518) 886-4000 and ask for Kevin Wright. Kevin works from the Blue Point, NY office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2019, about 8 years. More experience than 57% of advisors at Goldman Sachs Wealth Services.
What licenses does Kevin hold?
Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.