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Russell Delibero

THE Ayco Company, LP

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About Russell Delibero

Russell Delibero is a financial advisor at The Ayco Company, LP, with 16 years of experience in the financial services industry. Russell is a registered investment advisor and holds both Series 6 and Series 7 securities licenses, as well as a Series 63 license. Russell specializes in portfolio management, financial planning, and providing educational seminars. Russell is also a professor at The American College of Financial Services.

Firm Information

Russell Delibero 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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Russell Delibero’s Registration & Firm History

GA

07/23/2014 - Present

THE Ayco Company, LP (MARIETTA GA)

NY

01/24/2011 - 06/09/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

11/17/2009 - 01/14/2011

CHASE INVESTMENT SERVICES CORP. (MORRIS PLAINS NJ)

NJ

04/08/2008 - 10/10/2009

MML INVESTORS SERVICES, INC. (CLIFTON NJ)

NJ

07/30/2007 - 03/31/2008

PRUCO SECURITIES, LLC. (EAST HANOVER NJ)

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Licenses & Designations

IA

Issued 08/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Delibero.
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