Ethan
Dawson

The Ayco Company, L.P

CRD#7788872
Investment Advisor
in Morristown, NJ

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About this Advisor

Ethan Dawson is a financial advisor based in Morristown, New Jersey, working with The Ayco Company, L.P. Ethan has previously held positions at Goldman Sachs & Co LLC, 13Th Street Bikes, St. Joseph High School, Union League National Golf Club, Fairleigh Dickinson University, Uncle Oogies Pizzeria, Pga Of America, and Fairleigh Dickinson University Football. Ethan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Ethan is part of The Ayco Company, L.P, which operates out of Morristown, New Jersey. 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

320 Headquarters Plaza East Tower 12Th Floor
Morristown, NJ 07960

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

NJ Average: 88
Total Number of Accounts

46,004

NJ Average: 3,892
Average Account Size

$562,344

NJ 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

Ethan Dawson Work History

2023 - Present (1 year)

Goldman Sachs & Co LLC

2023 - 2023 (< 1 year)

13Th Street Bikes

2023 - 2023 (< 1 year)

Uncle Oogies Pizzeria

2022 - 2022 (< 1 year)

13Th Street Bikes

2022 - 2022 (< 1 year)

Uncle Oogies Pizzeria

2022 - 2022 (< 1 year)

Pga Of America

2022 - 2023 (1 year)

Fairleigh Dickinson University

2022 - 2022 (< 1 year)

Fairleigh Dickinson University Football

2021 - 2021 (< 1 year)

13Th Street Bikes

2021 - 2021 (< 1 year)

Uncle Oogies Pizzeria

2021 - 2022 (1 year)

Fairleigh Dickinson University

2020 - 2020 (< 1 year)

13Th Street Bikes

2020 - 2020 (< 1 year)

Uncle Oogies Pizzeria

2020 - 2021 (1 year)

Fairleigh Dickinson University

2019 - 2019 (< 1 year)

13Th Street Bikes

2019 - 2020 (1 year)

Fairleigh Dickinson University

2018 - 2018 (< 1 year)

13Th Street Bikes

2018 - 2018 (< 1 year)

Union League National Golf Club

2018 - 2019 (1 year)

Fairleigh Dickinson University

2017 - 2017 (< 1 year)

13Th Street Bikes

2017 - 2018 (1 year)

St. Joseph High School

2016 - 2016 (< 1 year)

13Th Street Bikes

2016 - 2017 (1 year)

St. Joseph High School

2015 - 2015 (< 1 year)

13Th Street Bikes

2015 - 2016 (1 year)

St. Joseph High School

2014 - 2014 (< 1 year)

13Th Street Bikes

2014 - 2015 (1 year)

St. Joseph High School

Disclosures

Please visit the SEC profile of Ethan Dawson 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

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