Kyle
Moffitt
The Ayco Company, L.P
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About this Advisor
Kyle Moffitt is a financial advisor based in Cohoes, New York, working with The Ayco Company, L.P. Kyle has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Wells Fargo Clearing Services, LLC, National Life Group, Keybank, Cuna Brokerage Services, Inc, Sunmark Fcu, Key Investment Services, The Ayco Company, L.P./Mercer Allied, Pearl Insurance, and Goldman Sachs & Co. LLC. Kyle has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Kyle is part of The Ayco Company, L.P, which operates out of Cohoes, New York. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
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
Kyle Moffitt Work History
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Cuna Brokerage Services, Inc
Sunmark Fcu
Pearl Insurance
Keybank
Key Investment Services
Wells Fargo Clearing Services, LLC
National Life Group
Nylife Securites LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Kyle Moffitt 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 The Ayco Company, L.P
Newport Beach, CA
Chicago, IL
Cohoes, NY
Canonsburg, PA
Morristown, NJ
Miami, FL
Irving, TX
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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