Juncheng
Yang
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Juncheng Yang is a financial advisor operating out of Deerfield, Illinois, with a total of 3 years of relevant experience. Yang currently works for Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Goldman Sachs and Goldman Sachs & Co. LLC. Yang maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Goldman Sachs Ayco Personal Financial Management is an advisory business based 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 across its 68,279 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management performs a broad array 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 typically depend on the type of services offered. However, fees charged by Goldman Sachs Ayco Personal Financial Management may include 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
Juncheng Yang Work History
Juncheng has been registered as a financial advisor for 3 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Goldman Sachs
*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 Juncheng Yang 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
Carle Place, NY
Dallas, TX
Deerfield, IL
Newport Beach, CA
Fayetteville, GA
Parsippany, NJ
Deerfield, IL
Deerfield, IL
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