Jose
Gentili Baldomar

The Ayco Company, L.P

CRD#7614818
Investment Advisor
in Cohoes, NY

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About this Advisor

Jose Gentili Baldomar is a financial advisor based in Cohoes, New York, working with The Ayco Company, L.P. Jose has previously held positions at Goldman Sachs & Co. LLC, Chapman University, and Santa Cruz Christian Learning Center. Jose has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jose is part of The Ayco Company, L.P, which operates out of Cohoes, New York. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

100 Coliseum Drive
Cohoes, NY 12047

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

NY Average: 88
Total Number of Accounts

46,004

NY Average: 3,892
Average Account Size

$562,344

NY 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

Jose Gentili Baldomar Work History

2022 - Present (2 years)

Goldman Sachs & Co. LLC

2018 - 2022 (4 years)

Chapman University

2011 - 2018 (7 years)

Santa Cruz Christian Learning Center

Disclosures

Please visit the SEC profile of Jose Gentili Baldomar 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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