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

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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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 4 mos
Nylife Distributors LLCBroker
July 2021 - Present · 4 yrs 7 mos
Nylife Distributors LLC
July 2021 - Present · 4 yrs 7 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, LLCBroker
February 2013 - May 2019 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLC
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
Exams
No exam information available for this advisor.
Amine M Khater - Financial Advisor | TrueAdvisor