Bryan CassickCRD Number: 6604612
Current Firm: Goldman Sachs Ayco Personal Financial Management
Bryan Cassick (CRD# 6604612) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Cohoes, NY and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Commonwealth Financial Network
|Goldman Sachs & Company LLC||Cohoes, NY||Jan 2021 - Current||< 1|
|The Ayco Company, L.p./mercer Allied||Albany, NY||Feb 2014 - Jan 2021||6|
|The Mailworks||Albany, NY||Jul 2005 - Feb 2014||8|
|The University At Albany (suny Albany)||Albany, NY||Aug 2012 - Dec 2013||1|
|Hudson Valley Community College||Troy, NY||Aug 2009 - Dec 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 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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