Lauren
Gerling

Goldman Sachs Ayco Personal Financial Management

CRD#6462064
Investment Advisor
in Atlanta, GA

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About this Advisor

Lauren Gerling is a financial advisor who works in Atlanta, Georgia who has 8 years of relevant experience. Gerling currently works for Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Western Kentucky University, Ymca, Rockhouse At Wolfs, Hercules Manufacturing and Ayco/Goldman Sachs & Co. LLC. Gerling maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Goldman Sachs Ayco Personal Financial Management is an advisory firm operating out of Cohoes, NY. The company has offices in 23 locations and a total of 1,774 employees. It controls $29 billion in total assets among its 68,279 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets. Goldman Sachs Ayco Personal Financial Management provides 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. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Goldman Sachs Ayco Personal Financial Management can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Lauren Gerling Work History

Lauren has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Ayco/Goldman Sachs & Co. LLC

2015 - 2021 (6 years)

The Ayco Company, L.P./Mercer Allied

2014 - 2014 (< 1 year)

Ymca

2014 - 2014 (< 1 year)

Hercules Manufacturing

2013 - 2014 (1 year)

Western Kentucky University

2013 - 2013 (< 1 year)

Rockhouse At Wolfs

2011 - 2014 (3 years)

Western Kentucky University

*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 Lauren Gerling 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

Sean Smith
Cohoes, NY
Jeffrey Van Wagner
Cohoes, NY
Tyler Hujik
Deerfield, IL
Christopher Zajac
Deerfield, IL
Kevin Wright
Parsippany, NJ
Banqi Yang
Newport Beach, CA
Andrew Armstrong
Saratoga Springs, NY
Stephanie Conti
New York, 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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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.

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