Matthew
Simons
New York Life Investment Management LLC
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About this Advisor
Matthew Simons is a financial advisor based in Wayne, New Jersey, working with New York Life Investment Management LLC. Matthew has previously held positions at Edward Jones and New York Life Investments. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Matthew is part of New York Life Investment Management LLC, which operates out of Wayne, New Jersey. 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
Matthew Simons Work History
New York Life Investments
Edward Jones
Disclosures
Please visit the SEC profile of Matthew Simons 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
Mystic, CT
Holmdel, NJ
New York, NY
New York, NY
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