Kimia
Steed

The Ayco Company,L.P

CRD#6012229
Investment Advisor
in Raleigh, NC
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About this Advisor

Kimia Steed is a financial advisor working in Raleigh, North Carolina, who has been in the advisory business for 10 years. Steed is an advisor for The Ayco Company,L.P. During their career, the advisor has held roles at Veteran'S Courthouse, The Ayco Company, L.P./Mercer Allied, Budd Larner, P.C, Seton Hall Law School and Bar Exam. Steed has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. The Ayco Company,L.P is a registered investment company operating out of Raleigh, North Carolina. The company has offices in 22 locations and a total of 1,249 advisors. It handles $34 billion in total assets between its 49,729 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 47 charitable organizations. Of its 49,729 customer accounts, 78% are associated with high-net-worth investors who have at least $1 million in assets. The Ayco Company,L.P offers a broad set 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 typically are based on which services are offered. Fee types charged by The Ayco Company,L.P most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

Raleigh, NC

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The Ayco Company,L.P Brokerage Details

Total Assets Under Management

$34,946,380,736

NC Average: $7,464,549,021
Total Number of Employees

1,366

NC Average: 88
Total Number of Accounts

49,807

NC Average: 3,892
Average Account Size

$701,636

NC Average: $1,917,921

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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

Kimia Steed Work History

Kimia has 10 years of experience.

2011 - Present (8 years)

The Ayco Company, L.P./Mercer Allied

2011 - 2011 (< 1 year)

Bar Exam

2010 - 2010 (< 1 year)

Budd Larner, P.C

2009 - 2009 (< 1 year)

Veteran'S Courthouse

2009 - 2010 (1 year)

Seton Hall Law School

2008 - 2011 (3 years)

Seton Hall Law School

Disclosures

Kimia Steed has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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