Matthew
Simons

New York Life Investment Management LLC

CRD#6296479
Investment Advisor
in Wayne, NJ

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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

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

Wayne, NJ

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$99,286,369,686

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

319

NJ Average: 88
Total Number of Accounts

1,160

NJ Average: 3,892
Average Account Size

$85,591,698

NJ 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

Matthew Simons Work History

2015 - Present (10 years)

New York Life Investments

2014 - 2015 (1 year)

Edward Jones

Created with Highcharts 6.0.7

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

Matthew Simons
Wayne, NJ
Travis Caswell
New York, NY
John Daniel
Atlanta, GA
Sean Youn
New York, NY
Frank Lopresti
New York, NY
Ricot Chancy
New York, NY
Aisha Elezi
New York, NY
Kevin Moore
Mystic, CT

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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