Nathan
Derrick
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Nathan Derrick is a financial advisor working in Cohoes, New York who has 2 years of industry experience. Derrick works at Goldman Sachs Ayco Personal Financial Management. Derrick has gained experience at The Ayco Company and Full-Time Education. Derrick maintains a Series 66 license, qualifying 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 company headquartered in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 financial advisors. It has $29 billion in assets under management between its 68,279 client accounts, placing it among the biggest firms in the country 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 greater than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management offers a wide array 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. A financial advisor's fees vary depending on which services the firm provides the client. However, 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
Nathan Derrick Work History
Nathan has been registered as a financial advisor for 2 years.*
The Ayco Company
The Ayco Company
Full-Time Education
The Ayco Company
Full-Time Education
Full-Time Education
*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 Nathan Derrick 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
Deerfield, IL
Deerfield, IL
Dallas, TX
Parsippany, NJ
Newport Beach, CA
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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