Avery Cole Daggett

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

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

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Goldman Sachs & Co. Llc	New York	NY	07/2025	Present
Boston College Campus Recreation	Chestnut Hill	MA	08/2022	05/2025
Boston College Carroll School Of Management	Chestnut Hill	MA	08/2024	05/2025
The Spinney Group	Delmar	NY	05/2019	08/2023
Bethlehem Central School District	Delmar	NY	09/2014	06/2021
Goldman Sachs & Co. Llc	New York	NY	06/2024	08/2024
Boston College	Chestnut Hill	MA	08/2021	05/2025

07/2025 → Present

Goldman Sachs & Co. Llc

New York, NY
08/2022 → 05/2025

Boston College Campus Recreation

Chestnut Hill, MA
08/2024 → 05/2025

Boston College Carroll School Of Management

Chestnut Hill, MA
05/2019 → 08/2023

The Spinney Group

Delmar, NY
09/2014 → 06/2021

Bethlehem Central School District

Delmar, NY
06/2024 → 08/2024

Goldman Sachs & Co. Llc

New York, NY
08/2021 → 05/2025

Boston College

Chestnut Hill, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-12