Tanner
Wells
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Tanner Wells is a financial advisor based in Dallas, Texas who has 2 years of industry experience. Wells is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Their career trajectory has included roles at Danaher Corporatioin, Ihsmarkit, Genesis Financial, Lake Erie College, Quail Hollow Country Club, Ihs Markit and Goldman Sachs Ayco Financial Management. Wells has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Goldman Sachs Ayco Personal Financial Management is a company operating out of Cohoes, NY. It has offices in 23 locations and a total of 1,774 employees. It has $29 billion in assets across its 68,279 client accounts, making it one of the largest 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 investors who have at least $1 million in investable assets. The company provides a diverse assortment 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Goldman Sachs Ayco Personal Financial Management most 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
Tanner Wells Work History
Tanner has been registered as a financial advisor for 2 years.*
Goldman Sachs Ayco Financial Management
Ihs Markit
Ihs Markit
Genesis Financial
Danaher Corporatioin
Ihsmarkit
Quail Hollow Country Club
Quail Hollow Country Club
Lake Erie College
*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 Tanner Wells 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
Cohoes, NY
Cohoes, NY
Newport Beach, CA
Parsippany, NJ
Houston, TX
Newport Beach, CA
Parsippany, NJ
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.