Camille
Madison

Goldman Sachs Ayco Personal Financial Management

CRD#7418056
Investment Advisor
in Newport Beach, CA

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About this Advisor

Camille Madison is a financial advisor who works out of Newport Beach, California with a total of 2 years of relevant experience. Madison works at Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at Onemain Financial, University Of California Riverside - Src, University Of California Riverside, Beach Bowls Acai, Cheesecake Factory, Mayers Bakery, Unemployed - Student and Goldman Sachs. Madison has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Goldman Sachs Ayco Personal Financial Management is a registered investment business that has its headquarters in Cohoes, NY. It has offices in 23 locations and a total of 1,774 advisors. It has $29 billion in assets between its 68,279 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 123 charities and foundations. Of its 68,279 client accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on which services are offered. However, fees charged by Goldman Sachs Ayco Personal Financial Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

4000 Macarthur Blvd 10Th Floor
Newport Beach, CA 92660

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

CA Average: $7,464,549,021
Total Number of Employees

1,774

CA Average: 88
Total Number of Accounts

68,279

CA Average: 3,892
Average Account Size

$419,147

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Camille Madison Work History

Camille has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Goldman Sachs

2018 - 2021 (3 years)

Onemain Financial

2017 - 2018 (1 year)

University Of California Riverside - Src

2016 - 2017 (1 year)

University Of California Riverside

2016 - 2016 (< 1 year)

Beach Bowls Acai

2015 - 2015 (< 1 year)

Cheesecake Factory

2014 - 2015 (1 year)

Mayers Bakery

2010 - 2014 (4 years)

Unemployed - Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Camille Madison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Ayco Personal Financial Management

Jonathan Proctor
Newport Beach, CA
Michael Guiliano
Carle Place, NY
Jeffrey Van Wagner
Cohoes, NY
Daniel Cooper
Cohoes, NY
Andrew Wood
Dallas, TX
Joshua Stelzer
Dallas, TX
Andrew Armstrong
Saratoga Springs, NY
Tyler Hujik
Deerfield, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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