Matthew
Ward
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Matthew Ward is a certified financial planner working out of Atlanta, Georgia, who has 2 years of relevant experience. Ward is currently employed by Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at College Of The Holy Cross, Ing Financial Partners, Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ward maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Goldman Sachs Ayco Personal Financial Management is a financial advisory company based in Cohoes, NY. It has offices in 23 locations and a total of 1,774 people on staff. It has $29 billion in total assets between its 68,279 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers 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 vary depending on the financial services provided. Fees charged by Goldman Sachs Ayco Personal Financial Management most likely include 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
Matthew Ward Work History
Matthew has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Ing Financial Partners
College Of The Holy Cross
*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 Matthew Ward 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
Cohoes, NY
Dallas, TX
Deerfield, IL
Newport Beach, CA
Deerfield, IL
Saratoga Springs, NY
New York, NY
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.
