Taylor Foti, financial advisor Cohoes NY

Taylor Foti

CRD Number: 7418061
Current Firm: The Ayco Company, LP

Taylor Foti (CRD# 7418061) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Cohoes, NY Jul 2021 - Current 2
Lombardi's Gardiner, NY Sep 2020 - Jul 2021 < 1
Careers On The Move New York City, NY Jan 2021 - Jun 2021 < 1
The Lazy Axe Albany, NY Sep 2020 - Dec 2020 < 1
Bruegger's Bagels Albany, NY Dec 2018 - Sep 2020 1
In Focus Brands Saratoga, NY Jan 2019 - May 2019 < 1
Delmonico's Albany, NY Aug 2018 - Nov 2018 < 1
The Theater Institute At Sage Troy, NY May 2016 - Jul 2018 2
Unemployed Schenectady, NY Aug 2015 - May 2016 < 1
Officemax Officedepot Albany, NY Sep 2014 - Aug 2015 < 1
Unemployed Schenectady, NY Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Taylor M. Foti
Phone Number: 518-886-4000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
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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