Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Desilva is a financial professional registered with Goldman Sachs & Co. LLC. Brian has over 20 years of experience in the financial services industry. Brian's experience includes working with both Mercer Allied Company, L.P. and Goldman Sachs & Co. Prior to joining Goldman Sachs & Co. LLC in 2021, Brian was registered with Mercer Allied Company, L.P. Brian holds both Series 7 and Series 63 securities licenses. Brian is also a registered representative with the state of New York. Brian is a specialist in various financial areas, including providing portfolio management for businesses and individuals. Brian has served clients in the Cohoes, NY area for over 20 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
01/04/2021 - Present
Goldman Sachs & Co. LLC (COHOES NY)
NY
11/19/2010 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/09/2005 - 12/06/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/28/2002 - 05/16/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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