Betel
Yemane
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Betel Yemane is a financial advisor based out of Dallas, Texas with a total of 1 year of industry experience. Yemane works at Goldman Sachs Ayco Personal Financial Management. During their career, Yemane has held roles at Chubb, Goldman Sachs, Glenmede, Starbucks, Drexel University and Ethio-Parents High School. Yemane has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm that has its headquarters in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 employees. It administers $29 billion in total assets between its 68,279 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 123 charitable organizations. Of its 68,279 customer accounts, 19% belong to high-net-worth investors who have at least $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers a wide range 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. A financial advisor's fees largely vary depending on which service is offered. However, fees billed by Goldman Sachs Ayco Personal Financial Management may include 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
Betel Yemane Work History
Betel has been registered as a financial advisor for 1 years.*
Goldman Sachs
Glenmede
Goldman Sachs
Chubb
Starbucks
Drexel University
Ethio-Parents High School
*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 Betel Yemane 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
Cohoes, NY
Saratoga Springs, NY
New York, NY
Parsippany, NJ
Deerfield, IL
Cohoes, 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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