Parker
Stone

The Ayco Company, L.P

CRD#6437492
Investment Advisor
in Newport Beach, CA

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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

Series 66

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 Boulevard Suite 1000
Newport Beach, CA 92660

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

CA Average: 88
Total Number of Accounts

46,004

CA Average: 3,892
Average Account Size

$562,344

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

Parker Stone Work History

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2020 - Present (4 years)

United Capital Financial Advisers, LLC

2014 - 2021 (7 years)

The Ayco Company, L.P./Mercer Allied

Created with Highcharts 6.0.7

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.

Financial Advisors at The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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