Catherine
Gordon
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Catherine Gordon is a financial advisor who works in Deerfield, Illinois who has 4 years of industry experience. Gordon works at Goldman Sachs Ayco Personal Financial Management. During their career, the advisor has held roles at The Ayco Company, L.P./Mercer Allied, Saint Ursula Academy, Perrysburgers, Carranor Hunt & Polo Club, Inverness Country Club, Miami University Of Ohio, Disalle Real Estate Company, Swig Restaurant And Catering and Goldman Sachs & Co. LLC. Gordon holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm operating out of Cohoes, NY. The company has offices in 23 locations and a total of 1,774 people on staff. It has $29 billion in assets under management between its 68,279 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 client accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management provides a diverse range 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 charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Goldman Sachs Ayco Personal Financial Management can consist 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
Catherine Gordon Work History
Catherine has been registered as a financial advisor for 4 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Disalle Real Estate Company
Swig Restaurant And Catering
Miami University Of Ohio
Inverness Country Club
Perrysburgers
Carranor Hunt & Polo Club
Saint Ursula Academy
*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 Catherine Gordon 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
Troy, MI
Fayetteville, GA
Cohoes, NY
Deerfield, IL
Newport Beach, CA
Carle Place, NY
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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