Nicholas Woitach, financial advisor Parsippany NJ
90 score

Nicholas Woitach

CRD Number: 6078336
Current Firm: The Ayco Company,l.p.

Nicholas Woitach (CRD# 6078336) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Parsippany, NJ Jul 2014 - Current 2
The Ayco Company L.p./goldman, Sachs & Company Latham, NY Nov 2010 - Jul 2014 3
Union Graduate College Schenectady, NY Sep 2010 - Mar 2012 1
Magic City Ice Endicott, NY Jun 2010 - Aug 2010 < 1
Elmira College Elmira, NY Dec 2008 - Jun 2010 1
Elmira College Elmira, NY Sep 2008 - Jun 2010 1
Elmira College Elmira, NY Sep 2006 - Jun 2010 3
Emerson Network Power Surge Protection, Inc. Binghmaton, NY Jun 2009 - Aug 2009 < 1
Town Of Vestal Recreation Department Vestal, NY Jun 2008 - Aug 2008 < 1
Town Of Vestal Recreation Department Vestal, NY Jun 2007 - Aug 2007 < 1
Subway Endicott, NY Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Nicholas R. Woitach
Phone Number: 518-886-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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