Charles
Carlin
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Charles Carlin is a financial advisor working in Atlanta, Georgia who has 17 years of industry experience. Carlin is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Throughout their career, they have worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Carlin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Goldman Sachs Ayco Personal Financial Management is an advisory business operating out of Cohoes, NY. The company has offices in 23 locations and a total of 1,774 advisors. It controls $29 billion in assets under management among its 68,279 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 68,279 accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets. Goldman Sachs Ayco Personal Financial Management provides a wide set 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. Fees for financial management largely depend on the financial services. However, fee types charged by Goldman Sachs Ayco Personal Financial Management most likely consist of any combination 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
Charles Carlin Work History
Charles has been registered as a financial advisor for 17 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 Charles Carlin 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
Troy, MI
Parsippany, NJ
Cohoes, NY
Saratoga Springs, NY
Parsippany, NJ
Deerfield, IL
Cohoes, 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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