Landry
Mead

Goldman Sachs Ayco Personal Financial Management

CRD#7153268
Investment Advisor
in Dallas, TX

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About this Advisor

Landry Mead is a financial advisor working in Dallas, Texas with a total of 2 years of relevant experience. Mead is currently employed by Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at Sinclair Customer Metrics, Texas A&M University, Texas A&M Student Recreation Center, Sky Ranch Camps, Chick-Fil-A, Blinn College, City Bubble Sports, Isg (Formerly Alsbridge Consulting), Taylor'S University, International School Of Kuala Lumpur, Southlake Carroll High School, Axa Advisors, LLC, Purshe Kaplan Sterling Investmets, 49 Financial, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Total Wine & More, Amazon, Equitable Financial Life Insu. Co and Foot Locker. Mead has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory business that has its headquarters in 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 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 123 charitable organizations. Of its 68,279 client accounts, 19% are held by high-net-worth investors who have more than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers 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. Fees charged by financial advisors depend on which services are offered. However, fee types charged by Goldman Sachs Ayco Personal Financial Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

17950 Preston Rd
Dallas, TX 75252

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

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

1,774

TX Average: 88
Total Number of Accounts

68,279

TX Average: 3,892
Average Account Size

$419,147

TX 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

Landry Mead Work History

Landry has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Sinclair Customer Metrics

2020 - 2020 (< 1 year)

Purshe Kaplan Sterling Investmets

2020 - 2021 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - 2021 (1 year)

Tiaa

2020 - 2020 (< 1 year)

Total Wine & More

2020 - 2020 (< 1 year)

Amazon

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2019 - 2020 (1 year)

49 Financial

2019 - 2019 (< 1 year)

Equitable Financial Life Insu. Co

2018 - 2018 (< 1 year)

Sky Ranch Camps

2017 - 2018 (1 year)

Texas A&M Student Recreation Center

2017 - 2018 (1 year)

Chick-Fil-A

2017 - 2017 (< 1 year)

Sky Ranch Camps

2016 - 2018 (2 years)

Texas A&M University

2016 - 2016 (< 1 year)

City Bubble Sports

2016 - 2016 (< 1 year)

Isg (Formerly Alsbridge Consulting)

2016 - 2016 (< 1 year)

Foot Locker

2015 - 2016 (1 year)

Blinn College

2015 - 2015 (< 1 year)

Isg (Formerly Alsbridge Consulting)

2014 - 2015 (1 year)

Taylor'S University

2014 - 2015 (1 year)

International School Of Kuala Lumpur

2010 - 2014 (4 years)

Southlake Carroll 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 Landry Mead 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

Moyai Fujimura
Newport Beach, CA
Joshua Stelzer
Dallas, TX
Jennifer Robertson
Parsippany, NJ
Matthew Kumzi
Deerfield, IL
Alexander Dunn
Cohoes, NY
Jonathan Proctor
Newport Beach, CA
Banqi Yang
Newport Beach, CA
Christopher Zajac
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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