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Kevin Michael Moore

NEW York Life Investment Management LLC

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About Kevin Michael Moore

Kevin Moore is a financial professional with over 10 years of experience in the industry. He is currently registered with New York Life Investment Management LLC and is licensed in all 50 states. Kevin has a strong background in investment management and has worked with a variety of clients, including individuals, businesses, and institutions. He is committed to providing his clients with personalized financial advice and investment strategies.

Firm Information

Kevin Moore 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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Kevin Moore’s Registration & Firm History

NY

05/04/2017 - Present

NEW York Life Investment Management LLC (NEW YORK NY)

IL

03/07/2014 - 02/28/2017

GNV ADVISORS, LLC (Chicago IL)

IL

04/04/2012 - 03/07/2014

NUVEEN SECURITIES, LLC (CHICAGO IL)

IL

02/23/2011 - 04/26/2012

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)

OR

08/15/2008 - 01/25/2011

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Moore.
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