Justin Nagel (CRD# 5829606) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Canonsburg, PA and has over 8 years of experience in the finance industry.
CRD# 3221992
Cetera Advisor Networks LLC
CRD# 5335512
Avantax Advisory Services
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs & Company LLC | Canonsburg, PA | Jan 2021 - Current | 2 |
| The Ayco Company, L.p./mercer Allied | Canonsburg, PA | Jan 2011 - Jan 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- PA
-
Total Assets Under Management28,619MILLIONS
-
Total Number of Accounts68,279ACCOUNTS
-
Average Account Value$419,147
- 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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