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Max Press

NEW York Life Investment Management LLC

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About Max Press

Max Press is a financial advisor who has been in the industry since February 2018. Max is currently registered with New York Life Investment Management LLC and is licensed to provide investment advisory services in 13 states. Max has experience working with a wide range of clients, including individuals, corporations, pooled investment vehicles, and insurance companies. Max holds a Series 7, Series 66, and SIE license. Max is committed to providing clients with the best possible investment advice and guidance. Max's previous experience includes working with Citigroup Global Markets Inc. in Long Island City, New York.

Firm Information

Max Press 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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Max Press’s Registration & Firm History

NY

10/28/2021 - Present

NEW York Life Investment Management LLC (NEW YORK NY)

NY

02/20/2018 - 01/23/2019

CITIGROUP GLOBAL MARKETS INC. (Long Island City NY)

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Licenses & Designations

BOTH

Issued 09/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max Press.
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