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Gregory R. Lippert

NEW York Life Investment Management LLC

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About Gregory R. Lippert

Gregory R. Lippert is an investment advisor representative at New York Life Investment Management LLC. Gregory has been in the securities industry for over 12 years. Gregory is registered with the state of Texas as an investment advisor representative and a broker. Gregory has passed several exams including the Series 6, 7, 63 and 65. Prior to joining New York Life Investment Management LLC, Gregory was employed by NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in New York, NY. Gregory is also involved in a vending machine business outside of the investment industry.

Firm Information

Gregory Lippert is currently registered with NEW York Life Investment Management LLC. NEW York Life Investment Management LLC is an investment advisor based in NEW YORK, NY. It is a registered investment advisor with the SEC and has a total of 1123 accounts under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Its assets under management are approximately $109,067,423,343. The firm participates in wrap fee programs.
NEW York Life Investment Management LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$109.07B

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Lippert’s Registration & Firm History

NY

03/28/2014 - Present

NEW York Life Investment Management LLC (NEW YORK NY)

NY

12/24/2008 - 12/16/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/23/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory R. Lippert.
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