Christopher
Leo
New York Life Investment Management LLC
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About this Advisor
Christopher Leo is a financial advisor based in Potomac, Maryland, working with New York Life Investment Management LLC. Christopher has previously held positions at Allianz Global Investors Distributors LLC, Allianz Global Investors U.S. LLC, Legg Mason Investor Services LLC, Legg Mason & Co, Morgan Stanley Smith Barney LLC, and New York Life Investments. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Christopher is part of New York Life Investment Management LLC, which operates out of Potomac, Maryland. 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
Christopher Leo Work History
New York Life Investments
Morgan Stanley Smith Barney LLC
Legg Mason Investor Services LLC
Legg Mason & Co
Allianz Global Investors U.S. LLC
Allianz Global Investors Distributors LLC
Disclosures
Please visit the SEC profile of Christopher Leo 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
Mystic, CT
New York, NY
Holmdel, NJ
New York, NY
New York, NY
New York, NY
Atlanta, GA
New York, NY
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