William BarryCRD Number: 7038939
Current Firm: Goldman Sachs Ayco Personal Financial Management
William Barry (CRD# 7038939) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Cohoes, NY and has over 3 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||Oct 2018 - Jan 2021||2|
|Greater Hudson Bank||Bardonia, NY||Sep 2017 - Oct 2018||1|
|Clarkstown Recreation And Parks||New City, NY||Jun 2011 - Sep 2017||6|
|Siena College||Loudonville, NY||Oct 2013 - May 2017||3|
|Siena College||Loudonville, NY||Sep 2013 - May 2017||3|
|Adecco||Nanuet, NY||Dec 2016 - Jan 2017||< 1|
|New York Community Bank||Hicksville, NY||May 2016 - Aug 2016||< 1|
|Abercrombie And Fitch||West Nyack, NY||Dec 2015 - Jul 2016||< 1|
|Clarkstown North High School||New City, NY||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
|S63||Uniform Securities State Law Examination||Jul 2019|
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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