Daniel
Kurylas
Goldman Sachs Ayco Personal Financial Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Kurylas is a financial advisor working in West Palm Beach, Florida with 3 years of industry experience. Kurylas works at Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at The Ayco Company, L.P, The Ayco Company, L.P./Mercer Allied, Siena College, Lakeland Central School District, Hudson Valley Home Podiatry, Leverpoint Management LLC and Goldman Sachs & Co. LLC. Kurylas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm headquartered in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 financial advisors. It has $29 billion in assets among its 68,279 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management has a number of services, such as 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 management fee schedules largely depend on which service is offered. Fee types billed by Goldman Sachs Ayco Personal Financial Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Daniel Kurylas Work History
Daniel has been registered as a financial advisor for 3 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
The Ayco Company, L.P
Hudson Valley Home Podiatry
Leverpoint Management LLC
Lakeland Central School District
Siena College
Siena College
*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 Daniel Kurylas 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
Cohoes, NY
Dallas, TX
Cohoes, NY
Cohoes, NY
Newport Beach, CA
Cohoes, NY
Troy, MI
Newport Beach, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
