Andrew
Mclean
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Andrew Mclean is a financial advisor based in Deerfield, Illinois with 5 years of industry experience. Mclean is an advisor for Goldman Sachs Ayco Personal Financial Management. During their career, Mclean has held roles at The Ayco Company, L.P./Mercer Allied, Cmt Asset Management, Northern Trust, Nolan Transportation Group, Guaranteed Rate, John Carroll University, The Lax Shop and Goldman Sachs & Co. LLC. Mclean holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Goldman Sachs Ayco Personal Financial Management is a company operating out of Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 employees. It handles $29 billion in assets among its 68,279 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 123 charitable organizations. Of its 68,279 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a broad set 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 advisory services largely vary depending on which service is offered. Fee types billed by Goldman Sachs Ayco Personal Financial Management most likely are comprised 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
Andrew Mclean Work History
Andrew has been registered as a financial advisor for 5 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Cmt Asset Management
Northern Trust
Nolan Transportation Group
Guaranteed Rate
The Lax Shop
John Carroll 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 Andrew Mclean 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
Deerfield, IL
Deerfield, IL
Dallas, TX
New York, NY
Newport Beach, CA
Deerfield, IL
Saratoga Springs, NY
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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