Calea
Stiles-Schatz
New York Life Investment Management LLC
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About this Advisor
Calea Stiles-Schatz is a financial advisor who works in New York, New York with a total of 5 years of relevant experience. Stiles-Schatz currently works for New York Life Investment Management LLC. Over the course of their career, they have held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Allied Wealth Partners, Johnson & Johnson, Target Corporation, Residential Education And Housing At Tcnj, Office Of Records And Registration At Tcnj, Shields Gymnastics School Of Flemington, The College Of New Jersey, Oppenheimerfunds Distributor, Inc and New York Life. Stiles-Schatz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. New York Life Investment Management LLC is an advisory firm that has its headquarters in New York, NY. It controls $92 billion in total assets across its 1,255 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually depend on which services the firm provides the client. Fees billed by New York Life Investment Management LLC likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New York Life Investment Management LLC Brokerage Details
$91,929,374,471
335
1,255
$73,250,498
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
Calea has been registered as a financial advisor for 5 years.*
New York Life
Oppenheimerfunds Distributor, Inc
Securian Financial Services Inc
Minnesota Life Insurance Co
Allied Wealth Partners
Johnson & Johnson
Residential Education And Housing At Tcnj
Target Corporation
Residential Education And Housing At Tcnj
Office Of Records And Registration At Tcnj
The College Of New Jersey
Shields Gymnastics School Of Flemington
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New York, NY
New York, NY
New York, NY
New York, NY
Haymarket, VA
New York, NY
New York, NY
New York, NY
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