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New York Life Investment Management LLC CRD 109591
$121B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 03/2013 | 10/2022 |
| New York Life Insurance Company | Melville | NY | 09/2012 | 10/2022 |
| Eagle Strategies Llc | Melville | NY | 03/2022 | 10/2022 |
| New York Life Investments | Oceanside | NY | 10/2022 | Present |
Gym Guys; Broadhollow Road Melville, NY; not investment related; Personal Trainer; 8 hours per month not during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-19 |
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