TrueAdvisor
TrueAdvisor
CM
CM

Cory Joseph Mcgrath

New York Life Investment Management LLC
13 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
New York Life Investment Management LLC
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

Location

Norwell, MA

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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
May 2025 - Present · 9 mos
Nylife Distributors LLC
February 2025 - Present · 1 yr
Nylife Distributors LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLC
January 2023 - October 2024 · 1 yr 9 mos
LPL Financial LLCBroker
December 2022 - October 2024 · 1 yr 10 mos
Eaton Vance Management
June 2013 - November 2022 · 9 yrs 5 mos
Eaton Vance Distributors, INC.Broker
May 2012 - November 2022 · 10 yrs 6 mos
State Registrations5 states
MAMENHNYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.