Keith William Mcdonald

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:

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

Current Employers

Employment History

• 06/2006 → Present
  New York Life Investment Management Llc
  Parsippany, NJ

Previous Registrations

• 2006-04-03 → 2006-06-29
  Lpl Financial Llc
  La Mesa, CA

Other Businesses

MCD AZ LLC; 3861 Breakwater Dr., Lake Havasu City, AZ 86406; investment related; Vacation home when unused available for VRBO. Formed LLC for liability purposes; 1 hour per month not during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-15