The Ayco Company,l.p.

The Ayco Company,l.p. (CRD# 106693) is a financial advisory firm headquartered in Cohoes, NY. They manage $12,758,157,752 in 18,755 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,758
    MILLION
  • Total Number of Accounts
    18,755
    ACCOUNTS
  • Average Account Value
    $680,254
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Ayco Company,l.p.
Showing 1 - 10 of 705 top financial advisors.
1
Joseph Abed El Latif
CRD#: 6091481
100 Coliseum Drive, Cohoes, NY 12047

Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company,l.p. in Cohoes, NY and has over 6 years of experience in the finance industry.

2
Steven R. Abraham
CRD#: 6383828
17885 Von Karman Ave, Suite 300, Irvine, CA 92614

Steven Abraham (CRD# 6383828) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 6 years of experience in the finance industry.

3
Michael J. Adler
CRD#: 5921718
540 Lake Cook Road, Suite 600, Deerfield, IL 60015

Michael Adler (CRD# 5921718) is an Investment Advisor Representative working at The Ayco Company,l.p. in Deerfield, IL and has over 9 years of experience in the finance industry.

4
Mark Agnew
CRD#: 5897908
17950 Preston Road, Suite 800, Dallas, TX 75252

Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at The Ayco Company,l.p. in Dallas, TX and has over 5 years of experience in the finance industry. Mark Agnew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael J. Aguado
CRD#: 4266698
8 Campus Drive, Parsippany, NJ 07054

Michael Aguado (CRD# 4266698) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 19 years of experience in the finance industry.

6
Amir A. Ahmed
CRD#: 6159176
540 Lake Cook Road, Suite 600, Deerfield, IL 60015

Amir Ahmed (CRD# 6159176) is an Investment Advisor Representative working at The Ayco Company,l.p. in Deerfield, IL and has 1 year of experience in the finance industry.

7
Cameron L. Almond
CRD#: 6377291
17885 Von Karman Ave., Suite 300, Irvine, CA 92614

Cameron Almond (CRD# 6377291) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 6 years of experience in the finance industry.

8
Steven J. Aloia
CRD#: 5838066
555 Southpointe Blvd., Suite 100, Canonsburg, PA 15317

Steven Aloia (CRD# 5838066) is an Investment Advisor Representative working at The Ayco Company,l.p. in Canonsburg, PA and has over 9 years of experience in the finance industry.

9
Cory J. Alverson
CRD#: 6488573
100 Coliseum Drive, Cohoes, NY 12047

Cory Alverson (CRD# 6488573) is an Investment Advisor Representative working at The Ayco Company,l.p. in Cohoes, NY and has over 5 years of experience in the finance industry.

10
Joseph Amicone
CRD#: 6385955
100 Coliseum Drive, Cohoes, NY 12047

Joseph Amicone (CRD# 6385955) is an Investment Advisor Representative working at The Ayco Company,l.p. in Cohoes, NY and has over 4 years of experience in the finance industry.

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