Fiorella
Gonzalez-Polar Vera
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Fiorella Gonzalez-Polar Vera is a financial advisor working in Newport Beach, California who has 1 year of industry experience. Gonzalez-Polar Vera is currently employed by Goldman Sachs Ayco Personal Financial Management. Throughout their career, Gonzalez-Polar Vera has worked at Goldman Sachs, Marchesa, Loyola University Chicago, Ayco A Goldman Sachs Company, Quinlan School Of Business, Doc B'S Fresh Kitchen, Performance Asset Management, Cafe Hollander, Pius Xi Catholic High School, Yo Mama Frozen Yogurt and Wauwatosa Catholic School. Gonzalez-Polar Vera maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Goldman Sachs Ayco Personal Financial Management is an advisory business headquartered in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 people on staff. It administers $29 billion in total assets across its 68,279 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management offers 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. Fees for financial management usually depend on the type of financial services offered. However, fee types charged by Goldman Sachs Ayco Personal Financial Management most likely 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
Fiorella Gonzalez-Polar Vera Work History
Fiorella has been registered as a financial advisor for 1 years.*
Goldman Sachs
Marchesa
Ayco A Goldman Sachs Company
Ayco A Goldman Sachs Company
Quinlan School Of Business
Loyola University Chicago
Doc B'S Fresh Kitchen
Performance Asset Management
Cafe Hollander
Yo Mama Frozen Yogurt
Pius Xi Catholic High School
Wauwatosa Catholic School
*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 Fiorella Gonzalez-Polar Vera 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
Deerfield, IL
Parsippany, NJ
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Newport Beach, CA
Cohoes, NY
Saratoga Springs, NY
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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