Brooke
Hurley
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Brooke Hurley is a financial advisor based out of Cohoes, New York with 2 years of industry experience. Hurley is on the advisory team 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, The Melting Pot, Jj Rafferty'S Bar And Grill, Clute Wealth Management, Suny Plattsburgh, Shaker High School, Columbia School District and Ayco/Goldman Sachs & Co. LLC. Hurley holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Goldman Sachs Ayco Personal Financial Management is a registered investment firm operating out of Cohoes, NY. It has offices in 23 locations and a total of 1,774 employees. It has $29 billion in total assets across its 68,279 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth investors who have more than $1 million in investable assets. The firm provides a diverse array of services, such as 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. A financial advisor's fees typically vary depending on which services are offered. Fee types charged by Goldman Sachs Ayco Personal Financial Management likely 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
Brooke Hurley Work History
Brooke has been registered as a financial advisor for 2 years.*
Ayco/Goldman Sachs & Co. LLC
Jj Rafferty'S Bar And Grill
The Ayco Company, L.P./Mercer Allied
Clute Wealth Management
Suny Plattsburgh
The Melting Pot
Shaker High School
Columbia School District
*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 Brooke Hurley 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
Newport Beach, CA
Troy, MI
Newport Beach, CA
Saratoga Springs, NY
Cohoes, NY
Newport Beach, CA
Parsippany, NJ
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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