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CRD#: 35350
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

NYLIFE DISTRIBUTORS LLC is located at 30 Hudson Street, Jersey City, NJ 07302 and was first established at Woodbridge, Delaware in 10/31/2003. After operating for 22 years, NYLIFE DISTRIBUTORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of NYLIFE DISTRIBUTORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. NYLIFE DISTRIBUTORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at NYLIFE DISTRIBUTORS LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access NYLIFE DISTRIBUTORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at NYLIFE DISTRIBUTORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for NYLIFE DISTRIBUTORS LLC Comes From

Understanding the Statistics for NYLIFE DISTRIBUTORS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
30 Hudson Street, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 22nd Floor, Jersey City, NJ 07302
Firm Size
Large
Phone Number
(201) 685-6220
Established
Delaware since 10/31/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC.SHAREHOLDER - 100%-MEMBER
AKKERMAN, JOHN WILLIAMSENIOR MANAGING DIRECTOR, NYL INVESTMENTS INSTITUTIONAL SALES-ELECTED OFFICER2780712
ANDREOLA, MICHAEL JOSEPHDIRECTOR, COMPLIANCE AND SALES MATERIAL REVIEW - ELECTED OFFICER4302689
BAIN, KAREN ANNMANAGING DIRECTOR, TAX-ELECTED OFFICER6160313
BARROS, JOSE NEPTALI JRCHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR-ELECTED OFFICER3118930
BENINTENDE, JACK ROBERT JR.MANAGING DIRECTOR, INDEX IQ - ELECTED OFFICER7714943
CRUZ, DAVID NMNSENIOR MANAGING DIRECTOR, INSTITUTIONAL LIFE-ELECTED OFFICER2560569
GAMBLE, MICHAEL ADAMMANAGING DIRECTOR, INSTITUTIONAL LIFE-ELECTED OFFICER7536233
GOLDSTEIN, ANDREW PHILLIPMANAGING DIRECTOR, FIELD OPERATIONS VALUE STREAM AGENCY WHOLESALE-ELECTED OFFICER5103842
HANSEN, MARTA SOFIADIRECTOR(OFFICER), CFO, FINOP, TREASURER, PRINCIPAL OPS OFFICER-ELECTED OFFICER4899589
HARTE, FRANCIS MICHAELSENIOR MANAGING DIRECTOR-ELECTED OFFICER1976402
HOWARD, LINDA MARIEDIRECTOR AND CHIEF COMPLIANCE OFFICER, AML OFFICER AND OFFICE OF FOREIGN ASSETS CONTROL OFFICER-ELECTED OFFICER2822341
LEHNEIS, KIRK CHRISTOPHERSENIOR MANAGING DIRECTOR, CHAIRMAN OF THE BOARD-ELECTED OFFICER6773807
LONG, HARRY SCOTTDIRECTOR, INSURANCE SOLUTIONS-RETAIL LIFE-ELECTED OFFICER2029580
MEADE, COLLEEN ANNESECRETARY-ELECTED OFFICER5615089
MICUCCI, ALISON HIERSSENIOR MANAGING DIRECTOR, MACKAY SHIELDS INSTITUTIONAL SALES-ELECTED OFFICER2709298
MILLAY, EDWARD PAULMANAGING DIRECTOR - ELECTED OFFICER7837443
MISRA, MANALI SUDHIRASSISTANT GENERAL COUNSEL, ASSISTANT SECRETARY - ELECTED OFFICER8047340
SABAL, CRAIG ANDREWSENIOR MANAGING DIRECTOR, NYL INVESTORS INSTITUTIONAL SALES-ELECTED OFFICER4591702
SHARRIER, ELIZABETH ANNEASSISTANT SECRETARY-ELECTED OFFICER2049186
STRINGER, CHRISTOPHER RYANSENIOR MANAGING DIRECTOR, APOGEM CAPITAL INSTITUTIONAL SALES-ELECTED OFFICER5149663
WICKWIRE, BRIAN DAVIDCHIEF OPERATING OFFICER, CONTROLLER, MANAGING DIRECTOR-ELECTED OFFICER4332103

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Advisor's working at NYLIFE DISTRIBUTORS LLC

PJ

Patricia Ann Jorgen

Patricia A Jorgen
IAR
RR
CRD#: 1481728
Location:
New York, NY 10010
Company:
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Disclosures:
Experience:
32 years
View Profile
GR

Gerard Anthony Rocchi

IAR
RR
CRD#: 1867122
Location:
New York, NY 10010
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
37 years
View Profile
MN

Matthew Edward Neill

Mathew Edward Neili, Matt Neill
IAR
RR
CRD#: 2218408
CIMA®: Certified Investment Management Analyst
Location:
Naperville, IL
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
33 years
View Profile
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