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Lisa Marie Duttry

New York Life Investment Management LLC

New York, NY

Amherst, OH

CRD 6359157

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Employer firm

New York Life Investment Management LLC CRD 109591

$121B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
New York Life Investment Management Llc

51 Madison Avenue, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-02-22
  • OH RA
    APPROVED
    Since 2019-02-22

Branch Locations

51 Madison Avenue, New York, NY 10010 • United States

Amherst, OH • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Lakewood OH 06/2014 Present
  • 06/2014 → Present
    New York Life Insurance Company
    Lakewood, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-22
  • S66 Uniform Combined State Law Examination
    2019-02-22
Other Names
  • Lisa Marie Duttry
  • Lisa Parker
  • Lisa Marie Parker
  • Lisa Marie Denevic

View on SEC IAPD

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