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 in Boston, Massachusetts. Currently an investment advisor with The Ayco Company,L.P, Smith has 20 years of professional experience as a registered advisor. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Smith is registered to work with clients based out of Massachusetts. Throughout their career, Smith has worked at Allstars Academy, Axa Advisors, LLC and The Ayco Company, L.P./Mercer Allied. The Ayco Company,L.P is headquartered in Boston, Massachusetts, and has 21 other offices in the country. As a company, The Ayco Company,L.P oversees $35 billion in assets across 49,807 client accounts and retains more than 1,366 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 25,886 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. The Ayco Company,L.P can offer 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

21 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 21 years of experience.

2010 - Present (10 years)

The Ayco Company, L.P./Mercer Allied

2009 - 2010 (1 year)

Axa Advisors, LLC

1999 - 2010 (11 years)

Allstars Academy

Disclosures

Kevin Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Ayco Company,L.P

Meghan Mclain
Fort Mill, SC
Christy Matzen
Dallas, TX
Ryan Cummings
Albany, NY
Madison Mantle
Atlanta, GA
Andrew Mclean
Deerfield, IL
Joseph Stallings
Atlanta, GA
Wendell Estep
Atlanta, GA
Jacob Brunetti
Deerfield, IL

This content was compiled from the SEC and FINRA.

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