Nolan
Lenc

The Ayco Company, L.P

CRD#7162325
Investment Advisor
in Deerfield, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nolan Lenc is a financial advisor based in Deerfield, Illinois, working with The Ayco Company, L.P. Nolan has previously held positions at The Ayco Company, L.P./Mercer Allied, National Home Rentals, Ricepo LLC, Kirkwood Bar, Big Red Liquors, Allied Benefit Systems, Inc, Richmond Electric Company, Indiana University, Corvinus University Of Budapest, and Goldman Sachs & Co. LLC. Nolan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Nolan is part of The Ayco Company, L.P, which operates out of Deerfield, Illinois. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

540 Lake Cook Road Suite 600
Deerfield, IL 60015

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

IL Average: $7,464,549,021
Total Number of Employees

1,792

IL Average: 88
Total Number of Accounts

46,004

IL Average: 3,892
Average Account Size

$562,344

IL 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

Nolan Lenc Work History

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2019 - 2019 (< 1 year)

Kirkwood Bar

2018 - 2019 (1 year)

National Home Rentals

2017 - 2018 (1 year)

Ricepo LLC

2017 - 2017 (< 1 year)

Big Red Liquors

2017 - 2017 (< 1 year)

Allied Benefit Systems, Inc

2017 - 2017 (< 1 year)

Corvinus University Of Budapest

2014 - 2018 (4 years)

Indiana University

2011 - 2016 (5 years)

Richmond Electric Company

Disclosures

Please visit the SEC profile of Nolan Lenc 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started