Eric
Crum

New York Life Investment Management LLC

CRD#4416047
Investment Advisor
in Medina, OH

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About this Advisor

Eric Crum is a financial advisor operating out of Medina, Ohio with a total of 8 years of industry experience. Crum is currently employed by New York Life Investment Management LLC. During their career, Crum has held roles at Realty Capital Securities, LLC and New York Life. Crum has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Ohio. New York Life Investment Management LLC is a registered investment firm based in New York, NY. It administers $92 billion in assets among its 1,255 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. New York Life Investment Management LLC offers 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 typically are based on the type of financial services offered. Fee types charged by New York Life Investment Management LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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, Fixed Fees

Office Location

Medina, OH

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$91,929,374,471

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

335

OH Average: 88
Total Number of Accounts

1,255

OH Average: 3,892
Average Account Size

$73,250,498

OH 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

Eric Crum Work History

Eric has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

New York Life

2011 - 2015 (4 years)

Realty Capital Securities, LLC

*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 Eric Crum 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

Kenneth Meyer
New York, NY
Justin Aisenbaum
New York, NY
Lesley Gaudiosi
Haymarket, VA
Amine Khater
New York, NY
Lisa Denevic
New York, NY
Ricot Chancy
New York, NY
Artyome Pearl
New York, NY
Daniel Walsh
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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