Amine Khater is a registered investment advisor at New York Life Investment Management LLC, based in New York, NY, with 13 years of industry experience. Amine 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
October 2022 - Present · 3 yrs 6 mos
Nylife Distributors LLC
July 2021 - Present · 4 yrs 9 mos
Nylife Distributors LLCBroker
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2021 - July 2021 · 5 mos
J.P. Morgan Securities LLCBroker
February 2021 - July 2021 · 5 mos
Wells Fargo Clearing Services, LLC
February 2013 - May 2019 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2013 - May 2019 · 6 yrs 3 mos
AXA Advisors, LLC
July 2010 - December 2012 · 2 yrs 5 mos
AXA Advisors, LLCBroker
July 2010 - December 2012 · 2 yrs 5 mos
Garden State Securities, INC.Broker
April 2010 - May 2010 · 1 mo
State Registrations2 states
NJTX
AdvisorBrokerBoth

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.