Kaitlyn
Vadell
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Kaitlyn Vadell is a financial advisor working in Cohoes, New York with 1 year of relevant experience. Vadell is currently employed by Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at Tj Maxx, Colorado State Univesity, Curiosities, First National Bank Of Omaha, Shawnee Springs Farmers Market, Target, H&M, Suny- Albany, Ayco and James Wood High School. Vadell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Goldman Sachs Ayco Personal Financial Management is a firm based out of Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 employees. It administers $29 billion in total assets among its 68,279 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 123 charities and foundations. Of its 68,279 customer accounts, 19% are held by high-net-worth investors who have more than $1 million in assets. Goldman Sachs Ayco Personal Financial Management has a diverse assortment 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 for financial advice typically vary depending on which service is offered. Fee types charged by Goldman Sachs Ayco Personal Financial Management likely include some combination 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
Kaitlyn Vadell Work History
Kaitlyn has been registered as a financial advisor for 1 years.*
Ayco
Suny- Albany
Target
H&M
First National Bank Of Omaha
Curiosities
Colorado State Univesity
Shawnee Springs Farmers Market
Tj Maxx
James Wood 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 Kaitlyn Vadell 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
Houston, TX
Parsippany, NJ
Deerfield, IL
Carle Place, NY
Fayetteville, GA
Deerfield, IL
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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