Rachel
Walsh
Goldman Sachs Ayco Personal Financial Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Rachel Walsh is a financial advisor operating in Atlanta, Georgia with a total of 2 years of relevant experience. Walsh is currently employed by Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at The Ayco Company, L.P, The Ayco Company, L.P./Mercer Allied, Centennial High School, Atlanta Athletic Club, Modern Woodmen Of America Financial Group, Achasta Country Club, Georgia State University, Atlanta Communities Real Estate, University Of North Georgia and Goldman Sachs & Co. LLC. Walsh maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Goldman Sachs Ayco Personal Financial Management is an advisory firm 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 among its 68,279 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets. Goldman Sachs Ayco Personal Financial Management 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. Financial advisory fees usually are based on which service is provided. Fee types billed by Goldman Sachs Ayco Personal Financial Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Rachel Walsh Work History
Rachel has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P
The Ayco Company, L.P./Mercer Allied
Modern Woodmen Of America Financial Group
Georgia State University
Achasta Country Club
University Of North Georgia
Atlanta Athletic Club
Atlanta Communities Real Estate
Centennial 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 Rachel Walsh 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
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Deerfield, IL
Newport Beach, CA
Deerfield, IL
Cohoes, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.