Jeffrey
Anderson

Mackay Shields LLC

CRD#1007686
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Anderson is a financial advisor in New York, New York. Currently a registered financial advisor with Mackay Shields LLC, Anderson has an impressive 22 years of experience as an investment advisor. Anderson holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Anderson is registered to act as an advisor in Oklahoma. Their career trajectory has included roles at Provident Investment Counsel Inc, Mackay Shields LLC and Jbb Partners. Mackay Shields LLC is headquartered in New York, New York, and has two other locations in the United States. In aggregate, Mackay Shields LLC manages $116 billion in assets throughout 366 client accounts and retains more than 186 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Mackay Shields LLC provides 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 firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

22 years

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, Performance-based Fees

Disclosures

No

Office Location

1345 Avenue Of The Americas 43Rd Floor
New York, NY 10105

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Mackay Shields LLC Brokerage Details

Total Assets Under Management

$108,474,548,374

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

182

NY Average: 88
Total Number of Accounts

362

NY Average: 3,892
Average Account Size

$299,653,449

NY Average: $1,917,921

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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

Jeffrey Anderson Work History

Jeffrey has 22 years of experience.

2009 - Present (10 years)

Mackay Shields LLC

2009 - 2009 (0 years)

Jbb Partners

1996 - 2008 (12 years)

Provident Investment Counsel Inc

Disclosures

Jeffrey Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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