John
Daniel

New York Life Investment Management LLC

CRD#4355000
Investment Advisor
in Atlanta, GA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Atlanta, GA

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$99,286,369,686

GA Average: $7,464,549,021
Total Number of Employees

319

GA Average: 88
Total Number of Accounts

1,160

GA Average: 3,892
Average Account Size

$85,591,698

GA Average: $1,917,921

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

2024 - Present (1 year)

New York Life Investments

2019 - 2019 (< 1 year)

Alger

2019 - 2024 (5 years)

Invesco

2017 - 2018 (1 year)

Vp Distributors LLC

2017 - 2018 (1 year)

Vp Distributors LLC

2014 - 2017 (3 years)

Ridgeworth Distributors LLC

2014 - 2017 (3 years)

Ridgeworth Capital Management Inc

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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

Matthew Simons
Wayne, NJ
Frank Lopresti
New York, NY
Lisa Duttry
New York, NY
Travis Caswell
New York, NY
Sean Youn
New York, NY
Gregory Maffei
New York, NY
John Daniel
Atlanta, GA
Aisha Elezi
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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