Steve
Doss
New York Life Investment Management LLC
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About this Advisor
Steve Doss is a financial advisor based in Bellaire, Texas, working with New York Life Investment Management LLC. Steve has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Alliancebernstein Investments, Inc, Commonwealth Financial Network, Global Wealth Advisors, and New York Life Investments. Steve has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Steve is part of New York Life Investment Management LLC, which operates out of Bellaire, Texas. 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
Services Offered
Fee Structure
Office Location
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New York Life Investment Management LLC Brokerage Details
$99,286,369,686
319
1,160
$85,591,698
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
Steve Doss Work History
New York Life Investments
Commonwealth Financial Network
Global Wealth Advisors
Alliancebernstein Investments, Inc
Invesco Distributors, Inc
Invesco Advisers, Inc
Disclosures
Please visit the SEC profile of Steve Doss 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
Holmdel, NJ
New York, NY
New York, NY
New York, NY
Mystic, CT
New York, NY
Wayne, NJ
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