Daniel
Yankowski
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Daniel Yankowski is a financial advisor operating in Cohoes, New York with a total of 2 years of relevant experience. Yankowski is an employee of Goldman Sachs Ayco Personal Financial Management. Throughout their career, Yankowski has worked at The Ayco Company, L.P./Mercer Allied, Franklin Plaza, Kinderhook Bank, Catholic Central High School, Ichabod Crane Central High School, Hudson Valley Community College, University At Albany, Inspector General Office and Goldman Sachs & Co. LLC. Yankowski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Goldman Sachs Ayco Personal Financial Management is a registered investment company based in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 advisors. It has $29 billion in total assets among its 68,279 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 123 charitable organizations. Of its 68,279 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Ayco Personal Financial Management has a number 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 largely are based on which services the firm provides the client. Fees charged by Goldman Sachs Ayco Personal Financial Management likely are comprised of some combination 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
Daniel Yankowski Work History
Daniel has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
University At Albany
Inspector General Office
Kinderhook Bank
Franklin Plaza
Hudson Valley Community College
Ichabod Crane Central High School
Catholic Central High 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 Daniel Yankowski 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
Deerfield, IL
Deerfield, IL
Parsippany, NJ
New York, NY
New York, NY
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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