Anastasiia
Toussaint

The Ayco Company, L.P

CRD#7605099
Investment Advisor
in Boston, MA

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About this Advisor

Anastasiia Toussaint is a financial advisor based in Boston, Massachusetts, working with The Ayco Company, L.P. Anastasiia has previously held positions at Csi Group LLC, Bentley University, United Temp Inc, First Path Daycare, Mother Anna's Restaurant, Patina Group, Christmas In The City, Cambridge College, Hr Block, Dolynska Shkola #7, Lviv National University Of Ivan-Franko, and Goldman Sachs. Anastasiia has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Anastasiia is part of The Ayco Company, L.P, which operates out of Boston, Massachusetts. 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 66

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

125 High Street 20Th Floor
Boston, MA 02110

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

MA Average: 88
Total Number of Accounts

46,004

MA Average: 3,892
Average Account Size

$562,344

MA 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

Anastasiia Toussaint Work History

2022 - Present (2 years)

Goldman Sachs

2022 - 2022 (< 1 year)

Csi Group LLC

2021 - 2021 (< 1 year)

Bentley University

2020 - 2022 (2 years)

Bentley University

2020 - 2020 (< 1 year)

Hr Block

2019 - 2020 (1 year)

Csi Group LLC

2019 - 2019 (< 1 year)

First Path Daycare

2019 - 2019 (< 1 year)

Patina Group

2019 - 2019 (< 1 year)

Christmas In The City

2018 - 2019 (1 year)

Mother Anna'S Restaurant

2017 - 2018 (1 year)

United Temp Inc

2017 - 2019 (2 years)

Cambridge College

2015 - 2017 (2 years)

Lviv National University Of Ivan-Franko

2004 - 2015 (11 years)

Dolynska Shkola #7

Disclosures

Please visit the SEC profile of Anastasiia Toussaint 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.

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