Holley
Hartley
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Holley Hartley is a financial advisor who works in Houston, Texas, who has 11 years of relevant experience. Hartley works at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at The Ayco Company, L.P./Mercer Allied and Goldman Sachs & Co. LLC. Hartley holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Goldman Sachs Ayco Personal Financial Management is a registered investment business operating out of Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 people on staff. It administers $29 billion in total assets between its 68,279 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 123 charities and foundations. Of its 68,279 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management has 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 advisory fee schedules usually depend on which services the firm provides the client. Fees billed by Goldman Sachs Ayco Personal Financial Management likely 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
Holley Hartley Work History
Holley has been registered as a financial advisor for 11 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
*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 Holley Hartley 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
Parsippany, NJ
Newport Beach, CA
Deerfield, IL
Cohoes, NY
New York, NY
Deerfield, IL
Saratoga Springs, NY
Dallas, TX
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