Sandra
Espino

Goldman Sachs Ayco Personal Financial Management

CRD#4621325
Investment Advisor
in Atlanta, GA

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About this Advisor

Sandra Espino is a financial advisor who works out of Atlanta, Georgia with 18 years of industry experience. Espino is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Espino has gained experience at Ayco/Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Espino holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Goldman Sachs Ayco Personal Financial Management is an advisory firm that has its headquarters in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 people on staff. It manages $29 billion in total assets between its 68,279 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 accounts, 19% belong to high-net-worth investors who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management offers 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 advisory fees typically are based on the type of financial services. However, fee types charged by Goldman Sachs Ayco Personal Financial Management can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

18 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, 6Th Floor
Atlanta, GA 30339-5766

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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

Sandra Espino Work History

Sandra has been registered as a financial advisor for 18 years.*

2021 - Present (3 years)

Ayco/Goldman Sachs & Co. LLC

2002 - 2021 (19 years)

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 Sandra Espino 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

Candace Kowalski
Cohoes, NY
Jeffrey Van Wagner
Cohoes, NY
Jennifer Robertson
Parsippany, NJ
Lacie Holbert
Dallas, TX
Timothy Mckenzie
Cohoes, NY
Victor Gonzalez
Dallas, TX
Kevin Wright
Parsippany, NJ
Alexander Dunn
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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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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