Alison
Miller

Goldman Sachs Ayco Personal Financial Management

CRD#6602894
Investment Advisor
in Canonsburg, PA

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About this Advisor

Alison Miller is a financial advisor who works out of Canonsburg, Pennsylvania with 7 years of relevant experience. Miller is an advisor for Goldman Sachs Ayco Personal Financial Management. Throughout their career, Miller has worked at The Ayco Company, L.P./Mercer Allied, Mccarthy Lebit Crystal & Liffman Co., Lpa, The Albert Law Firm, Case Western School Of Law Academic Enrichment Program, Case Western Reserve University School Of Law and Goldman Sachs & Co. LLC. Miller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory business based out of Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 employees. It oversees $29 billion in assets under management between its 68,279 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management performs a broad 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. Fees for financial management largely are based on which service is offered. However, fees billed by Goldman Sachs Ayco Personal Financial Management likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

555 Southpointe Blvd. Suite 100
Canonsburg, PA 15317

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

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

1,774

PA Average: 88
Total Number of Accounts

68,279

PA Average: 3,892
Average Account Size

$419,147

PA 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

Alison Miller Work History

Alison has been registered as a financial advisor for 7 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2015 - 2021 (6 years)

The Ayco Company, L.P./Mercer Allied

2014 - 2015 (1 year)

Mccarthy Lebit Crystal & Liffman Co., Lpa

2013 - 2013 (< 1 year)

The Albert Law Firm

2013 - 2013 (< 1 year)

Case Western School Of Law Academic Enrichment Program

2012 - 2015 (3 years)

Case Western Reserve University School Of Law

*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 Alison Miller 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

Aman Soneji
New York, NY
Sean Garbry
Cohoes, NY
Jennifer Robertson
Parsippany, NJ
Trevor Scott
Troy, MI
Moyai Fujimura
Newport Beach, CA
Kevin Crabb
Newport Beach, CA
Andrew Armstrong
Saratoga Springs, NY
Tyler Hujik
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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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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