Devin
Coffey
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Devin Coffey is a financial advisor based in San Francisco, California with 2 years of relevant experience. Coffey is currently employed by Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at Goldman Sachs & Co. LLC, Union College, Ayco A Goldman Sachs Company, Prime At Saratoga National and Saratoga Springs Schools. Coffey maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in California and Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory company headquartered in Cohoes, NY. It has offices in 23 locations and a total of 1,774 advisors. It oversees $29 billion in total assets among its 68,279 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 customer accounts, 19% are associated with high-net-worth clients who have greater than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management provides 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Goldman Sachs Ayco Personal Financial Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
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
Devin Coffey Work History
Devin has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC
Union College
Ayco A Goldman Sachs Company
Union College
Prime At Saratoga National
Union College
Prime At Saratoga National
Union College
Prime At Saratoga National
Saratoga Springs Schools
*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 Devin Coffey 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
Cohoes, NY
Cohoes, NY
Deerfield, IL
Deerfield, IL
Saratoga Springs, NY
Parsippany, NJ
New York, NY
Dallas, TX
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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