Grace
Mailey
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Grace Mailey is a financial advisor based in Cohoes, New York with a total of 1 year of industry experience. Mailey is an employee of Goldman Sachs Ayco Personal Financial Management. Over the course of their career, Mailey has held roles at 1St National Bank Of Scotia, Scautub Agency, Hobart And William Smith Colleges, Daley'S On Yates, Double H Ranch, Applebee'S, Hobart & William Smith Colleges/Dis Study Abroad In Scandinavia, Geneva Country Club/Club 86, Zugibe Vineyards, American Legion, Jewish Community Center, Scotia Glenville High School and Scotia Cinema. Mailey maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Goldman Sachs Ayco Personal Financial Management is a registered investment company 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 between its 68,279 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 client accounts, 19% belong to high-net-worth investors who have at least $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management performs 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. Fees charged by financial advisors typically are based on which services are provided. Fees billed by Goldman Sachs Ayco Personal Financial Management can 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
Grace Mailey Work History
Grace has been registered as a financial advisor for 1 years.*
Daley'S On Yates
1St National Bank Of Scotia
Scautub Agency
Hobart And William Smith Colleges
Scautub Agency
Hobart And William Smith Colleges
Double H Ranch
Hobart & William Smith Colleges/Dis Study Abroad In Scandinavia
Geneva Country Club/Club 86
Double H Ranch
Hobart And William Smith Colleges
Applebee'S
Hobart And William Smith Colleges
Geneva Country Club/Club 86
Geneva Country Club/Club 86
Applebee'S
Hobart And William Smith Colleges
Hobart And William Smith Colleges
Geneva Country Club/Club 86
Zugibe Vineyards
American Legion
Hobart And William Smith Colleges
Hobart And William Smith Colleges
Jewish Community Center
Scotia Glenville High School
Jewish Community Center
Scotia Glenville High School
Scotia Cinema
Scotia Glenville High School
Scotia Glenville 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 Grace Mailey 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
Cohoes, NY
Parsippany, NJ
New York, NY
Saratoga Springs, NY
Newport Beach, CA
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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