John
Daniel
New York Life Investment Management LLC
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About this Advisor
John Daniel is a financial advisor based in Atlanta, Georgia, working with New York Life Investment Management LLC. John has previously held positions at Ridgeworth Distributors LLC, Ridgeworth Capital Management Inc, Vp Distributors LLC, New York Life Investments, Alger, and Invesco. John has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, John is part of New York Life Investment Management LLC, which operates out of Atlanta, Georgia. The firm has 319 employees and manages assets totaling $99.3 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at New York Life Investment Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New York Life Investment Management LLC Brokerage Details
$99,286,369,686
319
1,160
$85,591,698
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Daniel Work History
New York Life Investments
Invesco
Alger
Vp Distributors LLC
Vp Distributors LLC
Ridgeworth Distributors LLC
Ridgeworth Capital Management Inc
Disclosures
Please visit the SEC profile of John Daniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New York Life Investment Management LLC
New York, NY
New York, NY
Wayne, NJ
New York, NY
New York, NY
Atlanta, GA
Holmdel, NJ
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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