Alexander
Vari

New York Life Investment Management LLC

CRD#7012944
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Alexander Vari is a financial advisor based in Pittsburgh, Pennsylvania, working with New York Life Investment Management LLC. Alexander has previously held positions at Docherty Talent Agency, Kent State University, H. Vari & Co. LLC, Wells Fargo Advisors Financial Network, Federated Securities Corp, Federated Hermes, Inc, H. Vari & Company LLC, Wells Fargo Advisors Financial Network, Federated Investment Counseling, Federated Global Investment Management Corp, Mdt Advisers, A Division Of Federated Mdta LLC, and New York Life Investments. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alexander is part of New York Life Investment Management LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 319 employees and manages assets totaling $99.3 billion. The services offered by the firm include 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 fee structure at New York Life Investment Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

Pittsburgh, PA

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$99,286,369,686

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

319

PA Average: 88
Total Number of Accounts

1,160

PA Average: 3,892
Average Account Size

$85,591,698

PA 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

Alexander Vari Work History

2024 - Present (1 year)

New York Life Investments

2018 - 2024 (6 years)

Federated Securities Corp

2018 - 2024 (6 years)

Federated Hermes, Inc

2018 - 2024 (6 years)

Federated Investment Counseling

2018 - 2024 (6 years)

Federated Global Investment Management Corp

2018 - 2024 (6 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2016 - 2017 (1 year)

H. Vari & Company LLC, Wells Fargo Advisors Financial Network

2015 - 2015 (< 1 year)

H. Vari & Co. LLC, Wells Fargo Advisors Financial Network

2013 - 2020 (7 years)

Docherty Talent Agency

2013 - 2017 (4 years)

Kent State University

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Disclosures

Please visit the SEC profile of Alexander Vari 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

Frank Lopresti
New York, NY
Lisa Duttry
New York, NY
John Daniel
Atlanta, GA
Aisha Elezi
New York, NY
Matthew Godelman
Holmdel, NJ
Gregory Maffei
New York, NY
Travis Caswell
New York, NY
Johnson Asase Jr
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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