William
Mcferren
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
William Mcferren is a financial advisor based in Atlanta, Georgia with a total of 3 years of industry experience. Mcferren is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at The Ayco Company, L.P./Mercer Allied, University Of Mississippi School Of Law Library, Aon, Renasant Bank, Onward Reserve, Industrial Sellings Skills, University Of Georgia, University Of Mississippi School Of Law and Goldman Sachs & Co. LLC. Mcferren has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Goldman Sachs Ayco Personal Financial Management is a financial advisory company headquartered in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 advisors. It handles $29 billion in assets under management between its 68,279 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 68,279 accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets. Goldman Sachs Ayco Personal Financial Management performs 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 vary depending on which services the firm provides the client. However, fees charged by Goldman Sachs Ayco Personal Financial Management likely consist of some 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
William Mcferren Work History
William has been registered as a financial advisor for 3 years.*
Goldman Sachs & Co. LLC
Industrial Sellings Skills
The Ayco Company, L.P./Mercer Allied
University Of Mississippi School Of Law Library
Aon
Aon
Renasant Bank
University Of Mississippi School Of Law
Onward Reserve
University Of Georgia
*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 William Mcferren 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
Fayetteville, GA
Cohoes, NY
Newport Beach, CA
Parsippany, NJ
Dallas, TX
Troy, MI
Carle Place, NY
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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