Calea
Stiles-Schatz

New York Life Investment Management LLC

CRD#6649938
Investment Advisor
in New York, NY

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About this Advisor

Calea Stiles-Schatz is a financial advisor based in New York, New York, working with New York Life Investment Management LLC. Calea has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Allied Wealth Partners, Johnson & Johnson, Target Corporation, Residential Education And Housing At Tcnj, Shields Gymnastics School Of Flemington, The College Of New Jersey, Oppenheimerfunds Distributor, Inc, and New York Life. Calea has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Calea is part of New York Life Investment Management LLC, which operates out of New York, New York. 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

51 Madison Avenue
New York, NY 10010

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$99,286,369,686

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

319

NY Average: 88
Total Number of Accounts

1,160

NY Average: 3,892
Average Account Size

$85,591,698

NY 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

Calea Stiles-Schatz Work History

2018 - Present (6 years)

New York Life

2017 - 2018 (1 year)

Oppenheimerfunds Distributor, Inc

2016 - 2017 (1 year)

Securian Financial Services Inc

2016 - 2017 (1 year)

Minnesota Life Insurance Co

2016 - 2017 (1 year)

Allied Wealth Partners

2015 - 2015 (< 1 year)

Johnson & Johnson

2015 - 2015 (< 1 year)

Residential Education And Housing At Tcnj

2014 - 2014 (< 1 year)

Target Corporation

2012 - 2016 (4 years)

The College Of New Jersey

2009 - 2016 (7 years)

Shields Gymnastics School Of Flemington

Disclosures

Please visit the SEC profile of Calea Stiles-Schatz 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

Ricot Chancy
New York, NY
Travis Caswell
New York, NY
Johnson Asase Jr
New York, NY
Frank Lopresti
New York, NY
Matthew Simons
Wayne, NJ
Aisha Elezi
New York, NY
Gregory Maffei
New York, NY
John Daniel
Atlanta, GA

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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