Benjamin CassoCRD Number: 5165874
Current Firm: Goldman Sachs Ayco Personal Financial Management
Benjamin Casso (CRD# 5165874) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Dallas, TX and has over 14 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Goldman Sachs & Company LLC||New York, NY||Jan 2021 - Current||1|
|The Ayco Company, L.p./mercer Allied||Dallas, TX||May 2014 - Jan 2021||6|
|Metlife Investors||Hartford, CT||Jun 2006 - May 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
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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