Andrew WoodCRD Number: 6208176
Current Firm: Goldman Sachs Ayco Personal Financial Management
Andrew Wood (CRD# 6208176) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Ayco/goldman Sachs & Company LLC||New York, NY||Jan 2021 - Current||1|
|The Ayco Company, L.p./mercer Allied||Dallas, TX||Jan 2013 - Jan 2021||8|
|The Ayco Company, LP||Saratoga Springs, NY||Sep 2012 - Jan 2013||< 1|
|Unemployed||Saratoga Springs, NY||Jun 2012 - Aug 2012||< 1|
|University Of Arkansas At Little Rock||Little Rock, AR||Aug 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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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