John
Stoll
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
John Stoll is a financial advisor operating in Dallas, Texas with a total of 1 year of industry experience. Stoll works at Goldman Sachs Ayco Personal Financial Management. Throughout their career, they have worked at Charles Schwab & Co., Inc, Hlayisani Capital, R&R Cigars, The Ettin Group, Ravinia Bbq & Grill, Jcys, Highland Park High School, The University Of Alabama, University Of Alabama, Charles Schwab Bank, Ssb and Goldman Sachs. Stoll holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Goldman Sachs Ayco Personal Financial Management is a registered investment company headquartered in Cohoes, NY. The firm has offices in 23 locations and a total of 1,774 people on staff. It manages $29 billion in assets under management among its 68,279 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 68,279 client accounts, 19% are held by high-net-worth individuals who have more than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management performs a number 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 depend on which service is provided. However, fees charged by Goldman Sachs Ayco Personal Financial Management can include some blend of 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
John Stoll Work History
John has been registered as a financial advisor for 1 years.*
Goldman Sachs
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Hlayisani Capital
R&R Cigars
Jcys
The Ettin Group
The University Of Alabama
University Of Alabama
Ravinia Bbq & Grill
Highland Park 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 John Stoll 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
Cohoes, NY
Cohoes, NY
New York, NY
Dallas, TX
Newport Beach, CA
Deerfield, IL
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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