Samuel AwaCRD Number: 5964733
Current Firm: Goldman Sachs Ayco Personal Financial Management
Samuel Awa (CRD# 5964733) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Cohoes, NY and has over 9 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||Latham, NY||Jan 2011 - Jan 2021||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management31,819MILLIONS
Total Number of Accounts64,043ACCOUNTS
Average Account Value$496,833
- 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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