David
Wright
New York Life Investment Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Wright is a chartered financial analyst operating out of New York, New York, with a total of 14 years in the industry. Wright works at New York Life Investment Management LLC. They have been employed by New York Life Investment Management Llc for all of their career. Wright maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. New York Life Investment Management LLC is a firm operating in New York, New York. It oversees $95 billion in assets under management between its 1,238 client accounts, placing it among the largest 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. A financial advisor's fee schedules usually depend on the type of services. However, fee types billed by New York Life Investment Management LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
New York Life Investment Management LLC Brokerage Details
$81,776,418,241
328
1,222
$66,920,146
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
David Wright Work History
David has 14 years of experience.
New York Life Investment Management LLC
Disclosures
David Wright has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.