Seth
Halley
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Seth Halley is a financial advisor working out of Dallas, Texas with 3 years of industry experience. Halley is an employee of Goldman Sachs Ayco Personal Financial Management. Halley has gained experience at The Ayco Company, L.P./Mercer Allied, Tyson Foods/ Gdh Consulting, Superior Auto Group, Auntie Anne'S, Brant Barnes - Shelter Insurance, Big Time Rentals, Baltz Equipment, Prairie Implement, University Of Arkansas At Fayetteville, Arkansas State University, Stuttgart High School and Goldman Sachs & Co. LLC. Halley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Goldman Sachs Ayco Personal Financial Management is a registered investment business operating out of Cohoes, NY. The company has offices in 23 locations and a total of 1,774 employees. It oversees $29 billion in assets between its 68,279 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 123 charitable organizations. Of its 68,279 accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company 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. Fees charged by financial advisors typically vary depending on the type of services. However, fees charged by Goldman Sachs Ayco Personal Financial Management can consist of some combination 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
Seth Halley Work History
Seth has been registered as a financial advisor for 3 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Tyson Foods/ Gdh Consulting
Superior Auto Group
Auntie Anne'S
Brant Barnes - Shelter Insurance
Big Time Rentals
University Of Arkansas At Fayetteville
Baltz Equipment
Arkansas State University
Prairie Implement
Stuttgart 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 Seth Halley 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
Newport Beach, CA
Deerfield, IL
Deerfield, IL
Deerfield, IL
Cohoes, NY
Cohoes, NY
Saratoga Springs, NY
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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