Rebecca
Hill

The Ayco Company, L.P

CRD#7436654
Investment Advisor
in Westport, CT

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About this Advisor

Rebecca Hill is a financial advisor based in Westport, Connecticut, working with The Ayco Company, L.P. Rebecca has previously held positions at the University Of Connecticut, Waterbury Pulmonary Associates, Columbus Travel Media, Bridgewater Associates, Goldman Sachs Personal Financial Management, and Goldman Sachs Ayco Personal Financial Management. Rebecca has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Rebecca is part of The Ayco Company, L.P, which operates out of Westport, Connecticut. 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 65, Series 63

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

55 Greens Farms Rd Ste 1
Westport, CT 06880

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

CT Average: 88
Total Number of Accounts

46,004

CT Average: 3,892
Average Account Size

$562,344

CT 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

Rebecca Hill Work History

2023 - Present (1 year)

Goldman Sachs Ayco Personal Financial Management

2021 - 2023 (2 years)

Goldman Sachs Personal Financial Management

2018 - 2021 (3 years)

Bridgewater Associates

2017 - 2018 (1 year)

Columbus Travel Media

2014 - 2018 (4 years)

University Of Connecticut

2014 - 2015 (1 year)

Waterbury Pulmonary Associates

Disclosures

Please visit the SEC profile of Rebecca Hill 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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