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Joel Leslie Schaller

THE AYCO COMPANY,L.P.·SARATOGA SPRINGS, New York
Unclaimed Profile
321 BROADWAY, SARATOGA SPRINGS, NY 12866CRD# 1175602Firm CRD# 106693
01

About

Joel Leslie Schaller is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with THE AYCO COMPANY,L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE AYCO COMPANY, L.P.
THE AYCO COMPANY, L.P.
AUM
$25.9B
Regulatory assets under management
Employees
1792
Total firm employees
View all advisors at THE AYCO COMPANY, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 1175602
Firm CRD# 106693
9 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Leslie Schaller offer?
Joel Leslie Schaller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Joel Leslie Schaller's credentials?
Joel Leslie Schaller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Leslie Schaller located?
Joel Leslie Schaller is based in SARATOGA SPRINGS, New York, working with THE AYCO COMPANY,L.P.. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Joel Leslie Schaller charge for services?
Joel Leslie Schaller's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE AYCO COMPANY,L.P.?
THE AYCO COMPANY,L.P. has approximately 1792 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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