Kevin
Rogner
New York Life Investment Management LLC
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About this Advisor
Kevin Rogner is a financial advisor operating in Hilliard, Ohio with a total of 5 years of relevant experience. Rogner works at New York Life Investment Management LLC. Their career trajectory has included roles at Manning & Napier Advisors, LLC, New York Life and Manning & Napier Investor Services, Inc. Rogner maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Ohio. New York Life Investment Management LLC is an advisory business based out of New York, NY. It controls $92 billion in assets under management between its 1,255 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. New York Life Investment Management LLC has a broad set 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. Fees for financial advisory services largely vary depending on which service is provided. Fee types billed by New York Life Investment Management LLC likely include any combination 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
Kevin Rogner Work History
Kevin has been registered as a financial advisor for 5 years.*
New York Life
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
*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 Kevin Rogner 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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