Samuel
Statham
Goldman Sachs Ayco Personal Financial Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Samuel Statham is a financial advisor based in Cohoes, New York with a total of 1 year of industry experience. Statham currently works for Goldman Sachs Ayco Personal Financial Management. Throughout their career, they have worked at Cetera Investment Services LLC, Lowe'S Home Improvement, Christopher Jones LLC, Zoom Flume Water Park, College Of Saint Rose and Cetera Investment Advisers LLC. Statham maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in New York. Goldman Sachs Ayco Personal Financial Management is a firm headquartered in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 advisors. It administers $29 billion in total assets across its 68,279 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 123 charitable organizations. Of its 68,279 client accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides 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 typically depend on which services the firm provides the client. However, fees billed by Goldman Sachs Ayco Personal Financial Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Samuel Statham Work History
Samuel has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Lowe'S Home Improvement
College Of Saint Rose
Christopher Jones LLC
College Of Saint Rose
Zoom Flume Water Park
*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 Samuel Statham 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
Troy, MI
Deerfield, IL
Newport Beach, CA
Parsippany, NJ
Parsippany, NJ
Deerfield, IL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
