Luke
Keck
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Luke Keck is a financial advisor who works out of Washington, District Of Columbia with a total of 4 years of relevant experience. Keck is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, Keck has held roles at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P, Summit Financial Resources, Seton Hall University, John F. Kennedy Catholic High School, Trumbull Country Club, Finish Line and Goldman Sachs & Co. LLC. Keck maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in District Of Columbia. Goldman Sachs Ayco Personal Financial Management is an advisory company based in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 advisors. It has $29 billion in assets across its 68,279 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a broad range 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. Financial advisory fee schedules largely depend on the type of services. Fee types charged by Goldman Sachs Ayco Personal Financial Management likely are comprised of any 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
Luke Keck Work History
Luke has been registered as a financial advisor for 4 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
The Ayco Company, L.P
Summit Financial Resources
Finish Line
Seton Hall University
Trumbull Country Club
John F. Kennedy Catholic High 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 Luke Keck 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
Carle Place, NY
Dallas, TX
Newport Beach, CA
Deerfield, IL
New York, 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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