Kelly
Seeley

Goldman Sachs Ayco Personal Financial Management

CRD#5177134
Investment Advisor
in Latham, NY

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About this Advisor

Kelly Seeley is a financial advisor who works in Latham, New York with 2 years of industry experience. Seeley is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at The Ayco Company, L.P./Mercer Allied and Goldman Sachs & Co. LLC. Seeley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors 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 oversees $29 billion in total assets among its 68,279 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 accounts, 19% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide assortment 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. Financial advisory fees typically are based on which service is provided. However, fees charged by Goldman Sachs Ayco Personal Financial Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

25 British American Blvd
Latham, NY 12110

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

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

1,774

NY Average: 88
Total Number of Accounts

68,279

NY Average: 3,892
Average Account Size

$419,147

NY Average: $1,917,921

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

Kelly Seeley Work History

Kelly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2002 - 2021 (19 years)

The Ayco Company, L.P./Mercer Allied

*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 Kelly Seeley 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

Jennifer Robertson
Parsippany, NJ
Banqi Yang
Newport Beach, CA
Tyler Hujik
Deerfield, IL
Sean Smith
Cohoes, NY
Stephanie Conti
New York, NY
Matthew Kumzi
Deerfield, IL
Andrew Armstrong
Saratoga Springs, NY
Andrew Wood
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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