Parker
Stone
The Ayco Company, L.P
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About this Advisor
Parker Stone is a financial advisor based in Newport Beach, California, working with The Ayco Company, L.P. Parker has previously held positions at The Ayco Company, L.P./Mercer Allied, United Capital Financial Advisers, LLC, and Goldman Sachs & Co. LLC. Parker has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Parker is part of The Ayco Company, L.P, which operates out of Newport Beach, California. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
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
Parker Stone Work History
Goldman Sachs & Co. LLC
United Capital Financial Advisers, LLC
The Ayco Company, L.P./Mercer Allied
Disclosures
Please visit the SEC profile of Parker Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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