Kevyn Barnes

GOLDMAN SACHS WEALTH SERVICES, L.P.

Cohoes, NY 12047

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CRD#: 4495973

Professional summary

Kevyn Barnes, who also goes by Kevyn Wilson Barnes, is a registered financial advisor currently at GOLDMAN SACHS WEALTH SERVICES, L.P. located in Cohoes, New York and MERCER ALLIED COMPANY, L.P. located in Cohoes, New York.

Kevyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kevyn has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevyn Wilson Barnes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MERCER ALLIED COMPANY, L.P. IS AN AFFILIATE OF THE AYCO COMPANY, L.P. AYCO PROVIDES FINANCIAL COUNSELING SERVICES, WHICH TYPICALLY INCLUDE ESTATE, INSURANCE, INVESTMENT AND INCOME TAX PLANNING AND IMPLEMENTATION. MY POSITION WITH AYCO ALSO INCLUDES RENDERING TAX AND OTHER FINANCIAL ADVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevyn Barnes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2023 - Present

GOLDMAN SACHS WEALTH SERVICES, L.P.

Office #1: 100 Coliseum Drive, Cohoes, NY 12047

RIA

CRD#: 106693

Cohoes, NY

Current

May 24, 2002 - Present

MERCER ALLIED COMPANY, L.P.

Office #1: 100 Coliseum Drive, Cohoes, NY 12047

CRD#: 37404

Cohoes, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.

CRD#: 106693 / SEC#: 801-48238

RIA

Registered Investment Advisory firm - (12/9/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/27/2021)

Florida
(4/27/2021)

Maine
(4/27/2021)

New York
(8/9/2002)

IAR

New York
(2/4/2023)

North Carolina
(4/27/2021)

Texas
(4/27/2021)

Virginia
(4/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/26/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.

CRD#: 106693 / SEC#: 801-48238

RIA

Registered Investment Advisory firm - (12/9/1994 Approved)

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Contact information

Main Address

100 Coliseum Drive, Cohoes, NY 12047

Mailing Address

P.o. Box 15201, Albany, NY 12212

Phone number

(518) 886-4000

Established

Firm type

Fiscal year end

# of Employees

1,809

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A (7/1/2025)

GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A - APPENDIX 1 (7/1/2025)

Regulatory assets under management

Total Number of Accounts	33,477
AUM (Assets Under Management)	$ 25,958,285,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
09/25/2024	Cover Page	Report
11/17/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevyn Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevyn Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

GOLDMAN SACHS WEALTH SERVICES, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2023

Series 63

Date: 8/5/2002

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2002

Series 24

Date: 8/26/2009

FINRA

Current Firm

GOLDMAN SACHS WEALTH SERVICES, L.P.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GOLDMAN SACHS WEALTH SERVICES, L.P.

TRUST BUT VERIFY

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