Anna
Millea
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Anna Millea is a certified financial planner who works in Saratoga Springs, New York, with 2 years of industry experience. Millea works at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at The Ayco Company, L.P./Mercer Allied and Ayco/Goldman Sachs & Co. LLC. Millea holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in New York. Goldman Sachs Ayco Personal Financial Management is a firm that has its headquarters in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 financial advisors. It handles $29 billion in assets under management among its 68,279 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 123 charitable organizations. Of its 68,279 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management has a number 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 charged by financial advisors largely are based on the services offered. However, fees charged 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
Anna Millea Work History
Anna has been registered as a financial advisor for 2 years.*
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
*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 Anna Millea 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
Cohoes, NY
Deerfield, IL
Deerfield, IL
Saratoga Springs, NY
Carle Place, NY
Deerfield, IL
Parsippany, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
