Samuel R. Share

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

BLOOMFIELD HILLS, MI

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CRD#: 4369173

Professional summary

Samuel Robert Share, who also goes by Samuel R. Share, Samuel Robert Share, is a registered financial advisor currently at NEW YORK LIFE INVESTMENT MANAGEMENT LLC located in Bloomfield Hills, Michigan and NYLIFE DISTRIBUTORS LLC located in Merrick, New York.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Samuel has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel R. Share | Samuel Robert Share

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Robert Share's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 13, 2025 - Present

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

BLOOMFIELD HILLS, MI

Current

August 13, 2025 - Present

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

Merrick, NY

Past

March 31, 2025 - August 6, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FARMINGTON, MI

Past

January 17, 2025 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BLOOMFIELD HILLS, MI

Past

January 14, 2025 - August 6, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FARMINGTON, MI

Past

March 10, 2022 - April 12, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Troy, MI

Past

March 10, 2022 - April 12, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

Troy, MI

Past

November 1, 2021 - April 1, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMFIELD HILLS, MI

Past

July 30, 2021 - April 1, 2022

LPL FINANCIAL LLC

CRD#: 6413

BLOOMFIELD HILLS, MI

Past

April 5, 2007 - August 28, 2019

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

March 6, 2007 - March 22, 2007

IFMG SECURITIES, INC.

RIA

CRD#: 14416

SEABROOK, NH

Past

February 2, 2004 - March 22, 2007

IFMG SECURITIES, INC.

CRD#: 14416

SEABROOK, NH

Past

February 12, 2002 - February 5, 2004

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

March 29, 2001 - February 6, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 29, 2001 - February 6, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK LIFE ASSET MANAGEMENT OPERATING CO LLC | NYLI | NEW YORK LIFE INVESTMENTS | NEW YORK LIFE INVESTMENT MANAGEMENT LLC

CRD#: 109591 / SEC#: 801-57396

RIA

Registered Investment Advisory firm - (3/20/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Michigan
(8/13/2025)

IAR

Michigan
(8/13/2025)

Ohio
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/1/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/14/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK LIFE ASSET MANAGEMENT OPERATING CO LLC | NYLI | NEW YORK LIFE INVESTMENTS | NEW YORK LIFE INVESTMENT MANAGEMENT LLC

CRD#: 109591 / SEC#: 801-57396

RIA

Registered Investment Advisory firm - (3/20/2000 Approved)

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Contact information

Main Address

51 Madison Avenue, New York, NY 10010

Mailing Address

Phone number

(888) 474-7725

Established

Firm type

Fiscal year end

# of Employees

349

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NYLIM ADV PART 2A JULY 2025 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	1,047
AUM (Assets Under Management)	$ 113,162,976,263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Samuel R. Share

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Robert Share's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE DISTRIBUTORS LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MFS FUND DISTRIBUTORS, INC.

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2021

Series 65

Date: 5/30/2006

Series 63

Date: 3/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2002

Series 6

Date: 3/28/2001

Series 24

Date: 6/14/2004

FINRA

Current Firm

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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