NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK, New York·4 registered advisors·CRD# 109591

SEC# 801-573960888-474-7725

01

Firm Overview

AUM

$109.1B

Regulatory assets under management

Employees

350

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at NEW YORK LIFE INVESTMENT MANAGEMENT LLC

4 registered advisors

Alison Hiers Micucci

NEW YORK, New York

David John Castellani

NEW YORK, New York

Kevin Michael Bopp

NEW YORK, New York

Patrick Michael Murphy

NEW YORK, New York

05

Office Locations

NEW YORK, New York

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Data sourced from SEC Form ADV filings. NEW YORK LIFE INVESTMENT MANAGEMENT LLC (CRD# 109591) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.