Brett Reeder is a registered investment advisor at New York Life Investment Management LLC, based in New York, NY, with 19 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,042 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
1,042 clients
Average Client Portfolio
$108.6M average
Assets Under Management
$113.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

NYLIM does not directly manage investments for individual investors. Instead, NYLIM provides operational, administrative, and trading services for managed accounts offered through wrap fee programs sponsored by other firms. As part of these programs, NYLIM may engage subadvisors to provide investment advice and trade execution. The annual management fee ranges from 0.25% to 0.80% of assets under management, paid by the sponsor or client, and varies depending on the sponsor, investment strategy, account type, services provided, and assets in the program.

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Location

51 Madison Avenue, New York, NY, 10010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
New York Life Investment Management LLC
September 2011 - Present · 14 yrs 7 mos
Nylife Distributors LLC
April 2009 - Present · 17 yrs
Nylife Distributors LLCBroker
April 2009 - Present · 17 yrs
Previous Registrations
Eagle Strategies LLC
July 2009 - May 2011 · 1 yr 10 mos
Ameriprise Financial Services, INC.
June 2006 - February 2009 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
June 2006 - February 2009 · 2 yrs 8 mos
State Registrations2 states
NJNY
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brett Reeder - Financial Advisor | TrueAdvisor