Matthew
Mccann

Goldman Sachs Ayco Personal Financial Management

CRD#6777584
Investment Advisor
in Dallas, TX

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About this Advisor

Matthew Mccann is a financial advisor operating in Dallas, Texas with a total of 1 year of industry experience. Mccann currently works for Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at Sheraton Hotel, Community Voice, Parking Management Company, El Torito, Benziger Family Winery, Michaels Stores, Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Goldman Sachs. Mccann has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Goldman Sachs Ayco Personal Financial Management is an advisory firm that has its headquarters in Cohoes, NY. It has offices in 23 locations and a total of 1,774 advisors. It controls $29 billion in total assets among its 68,279 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 123 charitable organizations. Of its 68,279 client accounts, 19% are held by high-net-worth investors who have more than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management offers 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. A financial advisor's fee schedules typically are based on which service is offered. However, fees billed by Goldman Sachs Ayco Personal Financial Management can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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 #800
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

Matthew Mccann Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Goldman Sachs

2020 - 2022 (2 years)

Jpmorgan Chase Bank, N.A

2020 - 2022 (2 years)

J.P. Morgan Securities LLC

2018 - 2020 (2 years)

Morgan Stanley

2018 - 2020 (2 years)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Morgan Stanley

2017 - 2018 (1 year)

Morgan Stanley Private Bank, N.A

2016 - 2016 (< 1 year)

Sheraton Hotel

2016 - 2017 (1 year)

Benziger Family Winery

2015 - 2015 (< 1 year)

Community Voice

2014 - 2014 (< 1 year)

El Torito

2013 - 2013 (< 1 year)

Michaels Stores, Inc

2011 - 2014 (3 years)

Parking Management Company

*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 Matthew Mccann 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

Jeffrey Van Wagner
Cohoes, NY
Daniel Cooper
Cohoes, NY
Sean Smith
Cohoes, NY
Andrew Armstrong
Saratoga Springs, NY
Jennifer Robertson
Parsippany, NJ
Trevor Scott
Troy, MI
Stephanie Conti
New York, NY
Karen Hendrick
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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