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Kyle Alexander McCarey

THE Ayco Company, LP

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About Kyle Alexander McCarey

Kyle McCarey is a financial advisor at The Ayco Company, LP, a firm that provides financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kyle holds the Series 7TO, SIE and Series 66 licenses. With over two years of experience in the financial industry, Kyle is dedicated to helping clients achieve their financial goals. Kyle has expertise in a range of financial areas including, financial planning, portfolio management for individuals and businesses, educational seminars, publication of periodicals, and selection of other advisors.

Firm Information

Kyle McCarey 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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Kyle McCarey’s Registration & Firm History

NY

09/11/2024 - Present

THE Ayco Company, LP (COHOES NY)

NY

12/15/2022 - 08/19/2024

CADARET, GRANT & CO., INC. (Tarrytown NY)

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Licenses & Designations

BOTH

Issued 02/14/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Alexander McCarey.
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