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Soraya Cheyenne Sartipi

THE Ayco Company, LP

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About Soraya Cheyenne Sartipi

Soraya Cheyenne Sartipi is an investment advisor representative with The Ayco Company, LP and has been in the industry since 2019. Soraya Sartipi is licensed to provide investment advice in Georgia. Soraya Sartipi is a licensed broker-dealer and has licenses in all 50 states. Soraya Sartipi is a licensed investment advisor and has a license in Georgia. Soraya Cheyenne Sartipi has passed the Series 3, Series 63, Series 65, Series 7TO, and SIE exams. Soraya Sartipi is a licensed broker-dealer and has passed all 50 state securities exams. Soraya Sartipi is a licensed investment advisor and has passed the Uniform Investment Adviser Law Examination.

Firm Information

Soraya Sartipi 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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Soraya Sartipi’s Registration & Firm History

GA

01/26/2024 - Present

THE Ayco Company, LP (ATLANTA GA)

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Licenses & Designations

IA

Issued 01/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2022

Series 3 - National Commodity Futures Examination

BC

Issued 04/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Soraya Cheyenne Sartipi.
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