Daniel McCormack, financial advisor Saratoga Springs NY

Daniel McCormack

CRD Number: 6623665
Current Firm: Goldman Sachs Ayco Personal Financial Management

Daniel McCormack (CRD# 6623665) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Saratoga Springs, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ayco/goldman Sachs & Company LLC Latham, NY Jan 2021 - Current < 1
The Ayco Company, L.p./mercer Allied Latham, NY Jan 2016 - Jan 2021 5
The Ayco Company, LP Albany, NY Jun 2015 - Jan 2016 < 1
Dunkin Donuts Buffalo, NY Jul 2014 - May 2015 < 1
University At Buffalo Buffalo, NY Aug 2011 - May 2015 3
Price Chopper Supermarkets Clifton Park, NY Aug 2010 - Jan 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Daniel P. McCormack
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    15,146
    MILLIONS
  • Total Number of Accounts
    20,608
    ACCOUNTS
  • Average Account Value
    $734,948
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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