Bridget Dunne, financial advisor Boston MA

Bridget Dunne

CRD Number: 6595102
Current Firm: Goldman Sachs Ayco Personal Financial Management

Bridget Dunne (CRD# 6595102) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs & Company LLC Boston, MA Jan 2021 - Current < 1
The Ayco Company, L.p./mercer Allied Boston, MA May 2015 - Jan 2021 5
The Ayco Company, LP Saratoga Springs, NY May 2014 - May 2015 1
Bentley University Waltham, MA Sep 2012 - May 2015 2
Bentley University Waltham, MA Sep 2011 - May 2015 3
Hinman Straub Albany, NY May 2012 - Jan 2015 2
University College Dublin Dublin, Sep 2013 - Dec 2013 < 1
The Limited Albany, NY May 2012 - Aug 2013 1
Justice Albany, NY May 2012 - Aug 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Bridget M. Dunne
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    15,146
    MILLIONS
  • Total Number of Accounts
    20,608
    ACCOUNTS
  • Average Account Value
    $734,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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