Charles
Fawcett

Goldman Sachs Ayco Personal Financial Management

CRD#6258507
Investment Advisor
in Canonsburg, PA

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About this Advisor

Charles Fawcett is a financial advisor operating out of Canonsburg, Pennsylvania, who has 9 years of relevant experience. Fawcett is currently employed by Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Miami University and Goldman Sachs & Co. LLC. Fawcett has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Goldman Sachs Ayco Personal Financial Management is a company headquartered in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 people on staff. It controls $29 billion in total assets between its 68,279 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 68,279 customer accounts, 19% are held by high-net-worth clients who have more than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management performs a number 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. Financial management fees largely vary depending on which services are offered. Fees charged by Goldman Sachs Ayco Personal Financial Management may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

Charles Fawcett Work History

Charles has been registered as a financial advisor for 9 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2013 - 2021 (8 years)

The Ayco Company, L.P./Mercer Allied

2009 - 2013 (4 years)

Miami University

*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 Charles Fawcett 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

Rocky Francis
Fayetteville, GA
Kevin Wright
Parsippany, NJ
Lacie Holbert
Dallas, TX
Massimiliano Mirarchi
Parsippany, NJ
Andrew Armstrong
Saratoga Springs, NY
Jonathan Proctor
Newport Beach, CA
Joshua Stelzer
Dallas, TX
Jennifer Robertson
Parsippany, NJ

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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