Jeremy
Scher
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Jeremy Scher is a financial advisor who works in Cohoes, New York who has 2 years of industry experience. Scher is an employee of Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Western Turnpike Rescue Squad, Delmar-Bethlehem Ems, Temple Israel Of Albany, Hazon, Inc, Schenectady Jcc, Vigor Investment Management, Healthy Valuations, LLC and Goldman Sachs & Co. LLC. Scher has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in New York. Goldman Sachs Ayco Personal Financial Management is a registered investment firm that has its headquarters in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 advisors. It handles $29 billion in assets under management among its 68,279 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number 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 usually vary depending on the services provided. However, fees billed by Goldman Sachs Ayco Personal Financial Management may include some 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
Jeremy Scher Work History
Jeremy has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
Delmar-Bethlehem Ems
The Ayco Company, L.P./Mercer Allied
Hazon, Inc
Schenectady Jcc
Temple Israel Of Albany
Healthy Valuations, LLC
Western Turnpike Rescue Squad
Vigor Investment Management
*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 Jeremy Scher 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
Parsippany, NJ
Newport Beach, CA
Deerfield, IL
Cohoes, NY
Deerfield, IL
Cohoes, NY
Saratoga Springs, NY
Dallas, TX
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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