Goldman Sachs Wealth Services
40yrs
Top advisor by experience in Cohoes
4yrs
Grace Smith
Financial advisor at AE Wealth Management
Grace Smith has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Cohoes, New York. After two years at PKS Advisory Services, Grace joined AE Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 304 advisors with offices in Cohoes, and one of 276 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeCohoes, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state
Services through AE Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowAE Wealth Management, LLCCurrent firm
- 2024 – 2026PKS Advisory Services, LLCPreviously
Questions to ask Grace
Tailored to Grace’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Grace
How do I contact Grace?
Call AE Wealth Management at 866-363-9595 and ask for Grace Smith. Grace works from the Cohoes, NY office.
How long has Grace been a financial advisor?
Grace has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Grace hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Grace a fiduciary?
Grace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grace paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Grace for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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