Allison Avent, financial advisor Latham NY
90 score

Allison Avent

CRD Number: 6167251
Current Firm: The Ayco Company,l.p.

Allison Avent (CRD# 6167251) is an Investment Advisor Representative working at The Ayco Company,l.p. in Latham, NY 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 Latham, NY Sep 2017 - Current < 1
Marlboro College Marlboro, VT Sep 2013 - Current 4
Raymond James & Associates, Inc. Manchester, VT Oct 2014 - Feb 2017 2
Rbc Capital Markets, LLC Manchester Village, VT Jan 2013 - Oct 2014 1
Marlboro College Marlboro, VT Jan 2012 - Aug 2013 1
Merchants Bank Brattleboro, VT Jan 2011 - Jan 2013 2
Unemployed Hinsdale, NH Nov 2010 - Jan 2011 < 1
Lifetouch Portrait Studios Manchester, CT Nov 2005 - Nov 2010 5
Manchester Community College Manchester, CT Aug 2005 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Allison R. Avent
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    29,530
    MILLIONS
  • Total Number of Accounts
    48,415
    ACCOUNTS
  • Average Account Value
    $609,943
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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