Jesse
Lieberman
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Jesse Lieberman is a financial advisor working out of New York, New York who has 2 years of relevant experience. Lieberman is an employee of Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P, Seton Hall University School Of Law, Law Office Of Ronald Cohen, Esq, Whole Foods Market, Universal Studios Orlando Resort, University Of Central Florida and The Ayco Company, L.P./Goldman Sachs. Lieberman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Goldman Sachs Ayco Personal Financial Management is a registered investment company based in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 people on staff. It administers $29 billion in assets between its 68,279 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 123 charities and foundations. Of its 68,279 client accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets. The business 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 for financial management typically are based on the type of financial services offered. However, fees charged by Goldman Sachs Ayco Personal Financial Management likely are comprised 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
Jesse Lieberman Work History
Jesse has been registered as a financial advisor for 2 years.*
The Ayco Company, L.P./Goldman Sachs
The Ayco Company, L.P./Mercer Allied
The Ayco Company, L.P
Seton Hall University School Of Law
Law Office Of Ronald Cohen, Esq
Seton Hall University School Of Law
Whole Foods Market
Universal Studios Orlando Resort
Whole Foods Market
University Of Central Florida
*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 Jesse Lieberman 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
Cohoes, NY
Cohoes, NY
Deerfield, IL
New York, NY
Saratoga Springs, 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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