Asia
Cesa
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Asia Cesa is a financial advisor working out of New York, New York with a total of 1 year of relevant experience. Cesa works at Goldman Sachs Ayco Personal Financial Management. Cesa has gained experience at Ayco, Studio Grassi Cagnato, Dla Piper, Goldman Sachs, Pardee School At Boston University, Boston University, Charterhouse School, Educandato Statale Collegio Uccellis (High School) and Pianca School. Cesa maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm that has its headquarters in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 advisors. It handles $29 billion in assets under management across its 68,279 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 123 charities and foundations. Of its 68,279 accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Ayco Personal Financial Management offers a diverse set 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. Financial management fees are based on which service is offered. Fee types billed by Goldman Sachs Ayco Personal Financial Management may include 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
Asia Cesa Work History
Asia has been registered as a financial advisor for 1 years.*
Goldman Sachs
Ayco
Pardee School At Boston University
Studio Grassi Cagnato
Dla Piper
Boston University
Charterhouse School
Educandato Statale Collegio Uccellis (High School)
Pianca School
*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 Asia Cesa 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
Houston, TX
Cohoes, NY
Newport Beach, CA
Cohoes, NY
Deerfield, IL
Cohoes, NY
Cohoes, NY
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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