Kevin
Smith

The Ayco Company,L.P

CRD#5440956
Investment Advisor
in Boston, MA
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About this Advisor

Kevin Smith is a certified financial planner based in Boston, Massachusetts. Currently a registered financial advisor at The Ayco Company,L.P, they have gathered 19 years of experience as a financial advisor. Smith maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Smith is able to serve clients based out of Massachusetts. Their career trajectory has included roles at Citigroup, Allstars Academy, Axa Advisors, LLC and The Ayco Company, L.P./Mercer Allied. The Ayco Company,L.P is headquartered in Boston, Massachusetts, and operates out of 22 additional offices across the United States. In total, The Ayco Company,L.P oversees $34 billion in assets throughout 49,729 client accounts and retains more than 1,249 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 24,337 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 78% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. The Ayco Company,L.P provides 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 firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

19 years

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

Disclosures

No

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

$34,946,380,736

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

1,366

MA Average: 88
Total Number of Accounts

49,807

MA Average: 3,892
Average Account Size

$701,636

MA Average: $1,917,921

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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

Kevin Smith Work History

Kevin has 19 years of experience.

2010 - Present (9 years)

The Ayco Company, L.P./Mercer Allied

2009 - 2010 (1 year)

Axa Advisors, LLC

2007 - 2009 (2 years)

Citigroup

1999 - 2010 (11 years)

Allstars Academy

Disclosures

Kevin Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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