Griffin Egan, financial advisor Minneapolis MN

Griffin Egan

CRD Number: 7161850
Current Firm: Goldman Sachs Ayco Personal Financial Management

Griffin Egan (CRD# 7161850) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Minneapolis, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ayco Goldman Sachs Minneapolis, MN Aug 2021 - Current 1
Royal Bank Of Canada Minneapolis, MN May 2020 - Aug 2021 1
Royal Bank Of Canada Minneapolis, MN Jul 2019 - May 2020 < 1
Ymca Eau Claire, WI Sep 2018 - May 2019 < 1
Full Time Student Eau Claire, WI Aug 2017 - Sep 2018 1
Ecmc Minneapolis, MN Jun 2017 - Aug 2017 < 1
Full Time Student Eau Claire Wisconsin, WI Aug 2016 - Jun 2017 < 1
Ecmc Minneapolis, MN Jun 2016 - Aug 2016 < 1
Full Time Student Eau Claire, WI Aug 2015 - Jun 2016 < 1
Ecmc Oakdale, MN Jun 2015 - Aug 2015 < 1
Full Time Student Oakdale, MN Jan 2011 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Griffin Egan
Phone Number: 518-886-4000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    28,619
    MILLIONS
  • Total Number of Accounts
    68,279
    ACCOUNTS
  • Average Account Value
    $419,147
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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