Christopher Therrien (CRD# 6597247) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
CRD# 6468527
Atlas Private Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs & Company LLC | Latham, NY | Jan 2021 - Current | 3 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | May 2015 - Jan 2021 | 5 |
| The Ayco Company, LP | Saratoga Springs, NY | Jun 2014 - May 2015 | < 1 |
| Siena College | Loudonville, NY | Sep 2012 - May 2015 | 2 |
| Under Armour | Lake George, NY | Apr 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- NY
- TX
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- 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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