The Ayco Company,L.P
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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
Years of Experience
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The Ayco Company,L.P Brokerage Details
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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.
The Ayco Company, L.P./Mercer Allied
Axa Advisors, LLC
Kevin Smith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at The Ayco Company,L.P
Fort Mill, SC