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Dana Bertrand

THE Ayco Company, LP

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About Dana Bertrand

Dana Bertrand is a registered investment advisor representative with The Ayco Company, LP. Dana has been in the industry since August 25, 2020. Dana is licensed in 53 states and holds the Series 7TO, SIE and Series 66 licenses. Dana specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Dana also works as a part-time bartender at Patrick's Pub.

Firm Information

Dana Bertrand 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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Dana Bertrand’s Registration & Firm History

NY

06/30/2021 - Present

THE Ayco Company, LP (Cohoes NY)

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Licenses & Designations

BOTH

Issued 06/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Bertrand.
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