The Ayco Company, LP
The Ayco Company, LP (CRD# 106693) is a financial advisory firm headquartered in Cohoes, NY. They manage $25,870,062,000 in 46,004 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management25,870MILLION
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Timothy Ostrander (CRD# 5002793) is an Investment Advisor Representative working at The Ayco Company, LP in Boston, MA and has over 9 years of experience in the finance industry.
Alim Ozbilge (CRD# 3026329) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 25 years of experience in the finance industry.
Matthew Ozuna (CRD# 5012202) is an Investment Advisor Representative working at The Ayco Company, LP in Houston, TX and has over 18 years of experience in the finance industry.
Steven Palazzolo (CRD# 5737282) is an Investment Advisor Representative working at The Ayco Company, LP in Troy, MI and has over 13 years of experience in the finance industry.
Dara Pallatto (CRD# 5066784) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 16 years of experience in the finance industry.
Taylor Parks (CRD# 6594760) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 5 years of experience in the finance industry.
Radek Pawlak (CRD# 5474271) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 16 years of experience in the finance industry.
Charles Peltz (CRD# 7062884) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 5 years of experience in the finance industry.
Joshua Perry (CRD# 6210702) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 10 years of experience in the finance industry.
Addam Piazza (CRD# 5214494) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 17 years of experience in the finance industry.