Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McGrath is a financial advisor at The Ayco Company, LP. Ryan has been in the financial services industry since 2021. Ryan has a Series 3, 7TO and 66 licenses. Ryan holds a state license in New York. Ryan is registered with FINRA as a representative of The Ayco Company, LP. Ryan has experience working for Goldman Sachs & Co. LLC, KPMG LLP, SUNY Research Foundation, Office of the New York State Lieutenant Governor, Center for Economic Growth, United Parcel Service Inc, Teresa Scicchitano, University at Albany, The College of Saint Rose and Fairleigh Dickinson University. Ryan specializes in providing financial planning and investment advice to high-net-worth individuals, other investment advisors, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/22/2021 - Present
THE Ayco Company, LP (Cohoes NY)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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