Niskayuna, NY Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

2317 Balltown Road Suite 103

Niskayuna NY 12309

Advisors at this office

2

Advisors at this office

Andrew S

Series 66

Niskayuna, NY

Edward Jones

Andrew Sayles is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and appraisal services and has been involved in several rowing associations and related community activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management Founder/Business Owner

Nicholas T

CFP®, Series 66

Niskayuna, NY

Edward Jones

Nicholas Trotta is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Blasch Precision Ceramics from 2015 to 2017. He is based in Niskayuna, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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