Jeffrey
Van Wagner
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Jeffrey Van Wagner is a financial advisor who works in Cohoes, New York with a total of 2 years of industry experience. Van Wagner is currently employed by Goldman Sachs Ayco Personal Financial Management. Van Wagner has gained experience at Signator Investors, Inc, Accustaff, Jackson Hewitt, The Ayco Company, L.P, The Ayco Company, L.P./Mercer Allied, Price Chopper, John Hancock and Goldman Sachs & Co. LLC. Van Wagner maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Goldman Sachs Ayco Personal Financial Management is a business based in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 financial advisors. It administers $29 billion in assets under management across its 68,279 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 customer accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers a diverse set of services, including 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 vary depending on which service is offered. Fees billed by Goldman Sachs Ayco Personal Financial Management can include any blend 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
Jeffrey Van Wagner Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
Signator Investors, Inc
Jackson Hewitt
The Ayco Company, L.P
The Ayco Company, L.P./Mercer Allied
John Hancock
Accustaff
Price Chopper
*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 Jeffrey Van Wagner 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
Troy, MI
Deerfield, IL
Cohoes, NY
Saratoga Springs, NY
Newport Beach, CA
Dallas, TX
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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