Richard
Barry
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Richard Barry is a financial advisor who works in Newport Beach, California with 25 years of relevant experience. Barry is an advisor for Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Barry holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory company that has its headquarters in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 financial advisors. It oversees $29 billion in assets across its 68,279 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 123 charities and foundations. Of its 68,279 accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management has a wide array 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 fees usually depend on which services the firm provides the client. However, fees billed by Goldman Sachs Ayco Personal Financial Management can be comprised of some blend of 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
Richard Barry Work History
Richard has been registered as a financial advisor for 25 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
*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 Richard Barry 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
Newport Beach, CA
Cohoes, NY
Dallas, TX
Cohoes, NY
Newport Beach, CA
Deerfield, IL
Saratoga Springs, NY
New York, NY
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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