Devon
Costa
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Devon Costa is a financial advisor based out of Cohoes, New York with a total of 1 year of relevant experience. Costa is on the advisory team at Goldman Sachs Ayco Personal Financial Management. During their career, the advisor has held roles at Goldman Sachs, Bouchey Financial Group, Self-Employed Private Preschool Teacher & Nanny, Lenox Memorial Middle & High School, Lee Middle & High School, Naumkeag - The Trustees Of Reservation, Oregon State University, The Sherwin Williams Paint Company, Central Oregon Community College, American Eagle Outfitters, Togos Sandwich Shop, Escape Corvallis and Planker Sandwiches. Costa maintains a Series 66 license, which qualifies 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 based in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 people on staff. It controls $29 billion in total assets between its 68,279 client accounts, making it one of the largest firms in the nation 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 investable assets. The company offers 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. Financial advisory fee schedules largely are based on which service is provided. Fees billed by Goldman Sachs Ayco Personal Financial Management likely consist 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
Devon Costa Work History
Devon has been registered as a financial advisor for 1 years.*
Goldman Sachs
Bouchey Financial Group
Self-Employed Private Preschool Teacher & Nanny
Lenox Memorial Middle & High School
Lee Middle & High School
Naumkeag - The Trustees Of Reservation
The Sherwin Williams Paint Company
Escape Corvallis
Oregon State University
Oregon State University
Central Oregon Community College
Planker Sandwiches
American Eagle Outfitters
Togos Sandwich Shop
Central Oregon Community College
*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 Devon Costa 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
Houston, TX
Parsippany, NJ
Deerfield, IL
Carle Place, NY
Fayetteville, GA
Deerfield, IL
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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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.
