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Adam Christopher Lorch

THE Ayco Company, LP

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About Adam Christopher Lorch

Adam Christopher Lorch is a registered representative with The Ayco Company, LP. Adam has been in the securities industry since March 2022 and has a Series 7, Series 66, and SIE. Previously, Adam was a registered representative with Goldman Sachs & Co. LLC. Adam's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Educational Seminars, Publication of Periodicals and Selection of Other Advisers. Adam is registered in 53 states and the District of Columbia.

Firm Information

Adam Lorch is currently registered with THE Ayco Company, LP. THE Ayco Company, LP, headquartered in Cohoes, New York, is an investment advisor with a focus on financial planning, portfolio management, and educational seminars. The firm manages over $25 billion in assets for clients, including high-net-worth individuals, corporations, and charitable organizations. They offer a range of services, including portfolio management for businesses and individuals, selection of other advisors, and publication of periodicals. They are a registered investment advisor with the SEC under the number 801-48238.
THE Ayco Company, LP

100 COLISEUM DRIVE

COHOES, NY 12047

$25.87B

Assets Under Management

102,550

Total Clients

949

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Lorch’s Registration & Firm History

NY

06/02/2022 - Present

THE Ayco Company, LP (Cohoes NY)

NY

03/25/2022 - 05/12/2022

GOLDMAN SACHS & CO. LLC (COHOES NY)

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Licenses & Designations

BOTH

Issued 05/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Christopher Lorch.
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