Bryan Cassick, financial advisor Cohoes NY

Bryan Cassick

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Bryan A. Cassick
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • NY
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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