Lucille
Logozzo

The Ayco Company, L.P

CRD#7359235
Investment Advisor
in Morristown, NJ

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About this Advisor

Lucille Logozzo is a financial advisor based in Morristown, New Jersey, working with The Ayco Company, L.P. Lucille has previously held positions at Nyc Board Of Education, Heroes Paradise, Unemployed/Job Seeking, Treadwell Corporation, Connors And Sullivan Attorneys-At-Law Pllc, Gino's Restaurant, Fontbonne Hall Academy, Quinnipiac University, and Goldman Sachs. Lucille has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Lucille 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

Lucille Logozzo Work History

2021 - Present (3 years)

Goldman Sachs

2020 - 2021 (1 year)

Nyc Board Of Education

2020 - 2021 (1 year)

Heroes Paradise

2020 - 2020 (< 1 year)

Unemployed/Job Seeking

2018 - 2020 (2 years)

Treadwell Corporation

2016 - 2018 (2 years)

Connors And Sullivan Attorneys-At-Law Pllc

2015 - 2020 (5 years)

Quinnipiac University

2013 - 2015 (2 years)

Gino'S Restaurant

2011 - 2015 (4 years)

Fontbonne Hall Academy

Disclosures

Please visit the SEC profile of Lucille Logozzo 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

Benjamin Casso
Dallas, TX
Kiran Khatri
Cohoes, NY
Brody O'Connor
Cohoes, NY
Maria Fabregas-Iglesias
Newport Beach, CA
John Hart
Newport Beach, CA
Kiera Davis
Cohoes, NY
Trevar Brown
Miami, FL
Maxwell Folster
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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