Bridget DunneCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management15,146MILLIONS
Total Number of Accounts20,608ACCOUNTS
Average Account Value$734,948
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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