Aidan
Cohane
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Aidan Cohane is a financial advisor based in New York, New York who has 1 year of relevant experience. Cohane works at Goldman Sachs Ayco Personal Financial Management. Throughout their career, they have worked at Goldman Sachs, Windham Mountain, Merrill Lynch, Fordham University, Oppenheimer & Co, Catskill Mountain Country Store, Christman'S Windham House, Windham-Ashland-Jewett Csd, Stratton Mountain School and Fordham University London Centre. Cohane holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm based in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 financial advisors. It handles $29 billion in total assets across its 68,279 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 68,279 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets. Goldman Sachs Ayco Personal Financial Management has a wide range of services, including 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. Fees for financial advisory services largely are based on which services are offered. Fees billed by Goldman Sachs Ayco Personal Financial Management likely consist of any 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
Aidan Cohane Work History
Aidan has been registered as a financial advisor for 1 years.*
Goldman Sachs
Windham Mountain
Fordham University
Windham Mountain
Merrill Lynch
Oppenheimer & Co
Fordham University
Fordham University London Centre
Windham Mountain
Catskill Mountain Country Store
Fordham University
Fordham University
Catskill Mountain Country Store
Stratton Mountain School
Christman'S Windham House
Windham-Ashland-Jewett Csd
Windham-Ashland-Jewett Csd
*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 Aidan Cohane 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
Parsippany, NJ
Newport Beach, CA
Deerfield, IL
Cohoes, NY
Parsippany, NJ
Newport Beach, CA
Deerfield, IL
Deerfield, IL
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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