Gary
Teague

Goldman Sachs Ayco Personal Financial Management

CRD#7170560
Investment Advisor
in Atlanta, GA

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About this Advisor

Gary Teague is a financial advisor based in Atlanta, Georgia with a total of 3 years of industry experience. Teague is currently employed by Goldman Sachs Ayco Personal Financial Management. Throughout their career, Teague has worked at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P, Dalton State University, Kennesaw State University, Gilmer County Park And Rec, Piedmont (North Georgia) Medical Center, White Columns Restaurant and Goldman Sachs & Co. LLC. Teague has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm operating out of Cohoes, NY. It has offices in 23 locations and a total of 1,774 financial advisors. It handles $29 billion in assets under management between its 68,279 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 123 charities and foundations. Of its 68,279 customer accounts, 19% belong to high-net-worth investors who have at least $1 million in assets. Goldman Sachs Ayco Personal Financial Management performs a diverse 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. Fees for financial advice usually vary depending on the type of financial services. However, fees charged by Goldman Sachs Ayco Personal Financial Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

2839 Paces Ferry Road Suite 650
Atlanta, GA 30339

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

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

1,774

GA Average: 88
Total Number of Accounts

68,279

GA Average: 3,892
Average Account Size

$419,147

GA 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

Gary Teague Work History

Gary has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2019 - 2019 (< 1 year)

The Ayco Company, L.P

2014 - 2019 (5 years)

Kennesaw State University

2014 - 2019 (5 years)

White Columns Restaurant

2013 - 2013 (< 1 year)

Gilmer County Park And Rec

2012 - 2014 (2 years)

Dalton State University

2012 - 2014 (2 years)

Piedmont (North Georgia) Medical Center

*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 Gary Teague 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

Daniel Cooper
Cohoes, NY
Timothy Mckenzie
Cohoes, NY
Sean Smith
Cohoes, NY
Banqi Yang
Newport Beach, CA
Michael Guiliano
Carle Place, NY
Massimiliano Mirarchi
Parsippany, NJ
Matthew Kumzi
Deerfield, IL
Christopher Zajac
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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