Joseph
Armisto

The Ayco Company,L.P

CRD#6063682
Investment Advisor
in New York, NY
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About this Advisor

Joseph Armisto is a certified financial planner operating in New York, New York, who has been in the financial industry for 21 years. Armisto currently works for The Ayco Company,L.P. Throughout their career, they have worked at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P./Goldman Sachs, Robert Weinstein Cpa and Clarfeld Financial Advisors. Armisto holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. The Ayco Company,L.P is a company based in New York, New York. The investment advisory business has offices in 22 locations and a total of 1,249 people on staff. It oversees $34 billion in assets under management across its 49,729 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 47 charitable organizations. Of its 49,729 customer accounts, 78% are associated with high-net-worth investors who have at least $1 million in investable assets. The Ayco Company,L.P performs a broad range 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 typically are based on the type of financial services. Fee types billed by The Ayco Company,L.P likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

200 West Street
New York, NY 10282

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The Ayco Company,L.P Brokerage Details

Total Assets Under Management

$34,946,380,736

NY Average: $7,464,549,021
Total Number of Employees

1,366

NY Average: 88
Total Number of Accounts

49,807

NY Average: 3,892
Average Account Size

$701,636

NY Average: $1,917,921

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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

Joseph Armisto Work History

Joseph has 21 years of experience.

2017 - Present (2 years)

The Ayco Company, L.P./Mercer Allied

2012 - Present (7 years)

The Ayco Company, L.P./Goldman Sachs

2012 - 2012 (< 1 year)

Robert Weinstein Cpa

1997 - 2011 (14 years)

Clarfeld Financial Advisors

Disclosures

Joseph Armisto has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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