Andrea Gregory, financial advisor Cohoes NY

Andrea Gregory

CRD Number: 6822647
Current Firm: The Ayco Company,l.p.

Andrea Gregory (CRD# 6822647) is an Investment Advisor Representative working at The Ayco Company,l.p. in Cohoes, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Albany, NY Apr 2017 - Current 3
The Ayco Company, LP Albany, NY Jan 2016 - Apr 2017 1
Sylvan Learning Center Albany, NY Apr 2011 - Nov 2016 5
Arbonne International Albany, NY Sep 2015 - May 2016 < 1
Unemployed Albany, NY Jan 2011 - Apr 2011 < 1
Suny Oneonta Oneonta, NY Aug 2007 - Dec 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Andrea M. Gregory
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    12,758
    MILLIONS
  • Total Number of Accounts
    18,755
    ACCOUNTS
  • Average Account Value
    $680,254
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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