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Kyle Jeffrey Breuninger

NEW York Life Investment Management LLC

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About Kyle Jeffrey Breuninger

Kyle Breuninger is a registered representative and investment adviser representative. Kyle has been in the industry since March 15, 2006. Kyle is currently registered with New York Life Investment Management LLC and previously was registered with PLANCO FINANCIAL SERVICES, LLC. Kyle is a Series 6, 7, 63, 65, and SIE licensed professional. Kyle is also a member of the Pelham Children's Center as a Parent advisor and board member.

Firm Information

Kyle Breuninger 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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Kyle Breuninger’s Registration & Firm History

NY

10/28/2021 - Present

NEW York Life Investment Management LLC (NEW YORK NY)

PA

12/01/2004 - 09/18/2009

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 02/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Jeffrey Breuninger.
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