Dara
Pallatto
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Dara Pallatto is a financial advisor operating in Cohoes, New York with a total of 1 year of industry experience. Pallatto is an employee of Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at The Ayco Company, L.P./Mercer Allied and Ayco/Goldman Sachs & Co. LLC. Pallatto maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York and Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory business operating out of Cohoes, NY. It has offices in 23 locations and a total of 1,774 financial advisors. It manages $29 billion in total assets across its 68,279 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 68,279 client accounts, 19% are held by high-net-worth clients who have more than $1 million in assets. Goldman Sachs Ayco Personal Financial Management has a broad 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. Fees charged by financial advisors usually vary depending on the type of financial services. However, fee types charged by Goldman Sachs Ayco Personal Financial Management can 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
Dara Pallatto Work History
Dara has been registered as a financial advisor for 1 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 Dara Pallatto 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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