AdvisorOS Directory
Claim Profile
TO

Timothy Daniel O'hara

THE AYCO COMPANY,L.P.·SARATOGA SPRINGS, New York
Unclaimed Profile
321 BROADWAY, SARATOGA SPRINGS, NY 12866CRD# 2682487Firm CRD# 106693
01

About

Timothy Daniel O'hara 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# 2682487
Firm CRD# 106693
9 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SARATOGA SPRINGS?

Browse all registered financial advisors in SARATOGA SPRINGS, New York or claim this profile if it's yours.

Browse SARATOGA SPRINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Daniel O'hara offer?
Timothy Daniel O'hara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Timothy Daniel O'hara's credentials?
Timothy Daniel O'hara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Daniel O'hara located?
Timothy Daniel O'hara 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 Timothy Daniel O'hara charge for services?
Timothy Daniel O'hara'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SARATOGA SPRINGS
Jason Keith Macgregor — MINICHMACGREGOR WEALTH MANAGEMENT, LLCRaymond Nmn Martin — CRESCENT HILL PARTNERS LLCHeather Lynn Micati — FAMILY CFO, LLCJane Sullivan Murphy — FAMILY CFO, LLCJames Franklin Minich — MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile