Megan
Bishop

Goldman Sachs Ayco Personal Financial Management

CRD#6110369
Investment Advisor
in Saratoga Springs, NY

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About this Advisor

Megan Bishop is a financial advisor operating in Saratoga Springs, New York, with 2 years of industry experience. Bishop is currently employed by Goldman Sachs Ayco Personal Financial Management. During their career, the advisor has held roles at The Ayco Company, L.P./Mercer Allied, Goldman Sachs, Morgan Stanley and Goldman Sachs & Co. LLC. Bishop maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Goldman Sachs Ayco Personal Financial Management is an advisory business based in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 people on staff. It administers $29 billion in total assets across its 68,279 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 123 charitable organizations. Of its 68,279 customer accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets. Goldman Sachs Ayco Personal Financial Management performs a wide 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 for financial management are based on which services the firm provides the client. Fee types charged by Goldman Sachs Ayco Personal Financial Management may 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

321 Broadway 4Th Floor
Saratoga Springs, NY 12866

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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

Megan Bishop Work History

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

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2015 - 2019 (4 years)

Goldman Sachs

2012 - 2015 (3 years)

Morgan Stanley

*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 Megan Bishop 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

Alexander Dunn
Cohoes, NY
Michael Guiliano
Carle Place, NY
Tyler Hujik
Deerfield, IL
Christopher Zajac
Deerfield, IL
Joshua Stelzer
Dallas, TX
Brett Blair
Cohoes, NY
Matthew Kumzi
Deerfield, IL
Banqi Yang
Newport Beach, CA

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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