Paul
Gugino
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Paul Gugino is a financial advisor working in Saratoga Springs, New York who has 2 years of relevant experience. Gugino is an advisor for Goldman Sachs Ayco Personal Financial Management. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc(7691), Russell'S Steaks, Chops, And More, Rocky'S Big City Games, Lasertron Joint Ventures, Wtc Contracting, Collingwood Construction, University At Buffalo, Wegmans, Western New York Independent Living, Bank Of America, N.A, The Ayco Company, L.P./Mercer Allied, Kirby Co and Goldman Sachs & Co. LLC. Gugino maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Goldman Sachs Ayco Personal Financial Management is a company that has its headquarters in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 advisors. It handles $29 billion in assets across its 68,279 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 68,279 customer accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets. The company offers a diverse set 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 largely depend on which service is provided. Fees charged by Goldman Sachs Ayco Personal Financial Management can be comprised of 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
Paul Gugino Work History
Paul has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Merrill Lynch, Pierce, Fenner & Smith Inc(7691)
Bank Of America, N.A
Russell'S Steaks, Chops, And More
Rocky'S Big City Games
Lasertron Joint Ventures
Wtc Contracting
Collingwood Construction
Western New York Independent Living
Kirby Co
University At Buffalo
Wegmans
*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 Paul Gugino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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