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Robert Joseph Wojehowski

NEW York Life Investment Management LLC

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About Robert Joseph Wojehowski

Robert Joseph Wojehowski is a registered investment advisor representative with New York Life Investment Management LLC. Robert has been in the industry since August 2006. Robert is registered with the state of New Jersey and Texas. Robert has passed the Series 66, Series 24, SIE and Series 7 exams. Robert is currently employed at New York Life Investment Management LLC. Robert is a licensed agent and an investment advisor representative with the firm. Robert is also registered with the Financial Industry Regulatory Authority (FINRA). Robert is a member of the National Association of Securities Dealers (NASD). Robert specializes in providing financial advice to individuals, businesses, and investment companies.

Firm Information

Robert Wojehowski 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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Robert Wojehowski’s Registration & Firm History

NJ

08/27/2014 - Present

NEW York Life Investment Management LLC (Ridgewood NJ)

NJ

08/17/2006 - 08/11/2014

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 10/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Wojehowski.
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