Andrew Ryan Cole-Goins

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 12/2018
  Edward Jones
  Dayton, OH
• 02/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 08/2013 → 05/2017
  N/A
  Buffalo, NY
• 01/2021 → 01/2023
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Buffalo, NY
• 05/2017 → 07/2017
  N/A
  Dayton, OH
• 12/2018 → 02/2019
  N/A
  Dayton, OH
• 09/2025 → Present
  Charles Schwab Bank, Ssb
  Buffalo, NY

Previous Registrations

• 2019-03-01 → 2023-02-09
  Goldman Sachs Wealth Services, L.P.
  Albany, NY
  Cohoes, NY
• 2017-12-14 → 2018-12-18
  Edward Jones
  Xenia, OH
  St Louis, MO
  Maryland Heights, MO
  Oakwood, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Designations

• Certified Financial Planner

Other Names

• Andrew Cole-Goins