linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevyn Barnes

THE Ayco Company, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevyn? Claim Your Profile

About Kevyn Barnes

Kevyn Barnes is a financial professional with over 20 years of experience in the industry. Barnes is currently registered with The Ayco Company, LP in New York. Barnes is also registered as an investment advisor representative in New York. Barnes offers a wide range of financial services to individuals and businesses. Kevyn specializes in retirement planning, college savings, investment management, and estate planning. Barnes is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Kevyn Barnes 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevyn Barnes’s Registration & Firm History

NY

02/04/2023 - Present

THE Ayco Company, LP (COHOES NY)

Not sure if Kevyn Barnes is right for you?

Licenses & Designations

IA

Issued 02/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevyn Barnes.
Not sure if Kevyn Barnes is right for you?