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Monica Pelaez-Mcginley

ASSURANT INVESTMENT MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
28 LIBERTY STREET, NEW YORK, NY 10005CRD# 4189139Firm CRD# 283487
01

About

Monica Pelaez-Mcginley is a registered financial advisor based in NEW YORK, New York, affiliated with ASSURANT INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ASSURANT INVESTMENT MANAGEMENT LLC
ASSURANT INVESTMENT MANAGEMENT LLC
AUM
$116M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ASSURANT INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4189139
Firm CRD# 283487
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monica Pelaez-Mcginley offer?
Monica Pelaez-Mcginley specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Monica Pelaez-Mcginley's credentials?
Monica Pelaez-Mcginley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Pelaez-Mcginley located?
Monica Pelaez-Mcginley is based in NEW YORK, New York, working with ASSURANT INVESTMENT MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Monica Pelaez-Mcginley charge for services?
Monica Pelaez-Mcginley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSURANT INVESTMENT MANAGEMENT LLC?
ASSURANT INVESTMENT MANAGEMENT LLC has approximately 23 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Paul Norton Koenig
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Judi Jo Salvato
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