Kelsey
Zukowski
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Kelsey Zukowski is a financial advisor working out of Troy, Michigan, with a total of 7 years of relevant experience. Zukowski is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Homeland Security Solutions Inc, Hector & Jimmy'S Restaurant, Black Rock Bar & Grill, Msu Greenline, Raymond James Financial Services, Michigan State University and Ayco/Goldman Sachs & Co. LLC. Zukowski maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Goldman Sachs Ayco Personal Financial Management is a registered investment company based in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 employees. It manages $29 billion in total assets across its 68,279 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 123 charities and foundations. Of its 68,279 accounts, 19% are held by high-net-worth investors who have greater than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers a diverse range of services, such as 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. Financial management fee schedules depend on which service is provided. Fee types billed by Goldman Sachs Ayco Personal Financial Management most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
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
Kelsey Zukowski Work History
Kelsey has been registered as a financial advisor for 7 years.*
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Black Rock Bar & Grill
Homeland Security Solutions Inc
Hector & Jimmy'S Restaurant
Msu Greenline
Raymond James Financial Services
Michigan State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelsey Zukowski 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 Goldman Sachs Ayco Personal Financial Management
Deerfield, IL
Cohoes, NY
Deerfield, IL
Saratoga Springs, NY
Newport Beach, CA
Deerfield, IL
New York, NY
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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