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Sean Youn

NEW York Life Investment Management LLC

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About Sean Youn

Sean Youn is a registered representative of New York Life Investment Management LLC. Sean is a financial professional with over 10 years of experience in the industry. Sean has a broad range of experience in providing financial advice and investment management services to a variety of clients. Sean currently holds licenses for Securities Industry Essentials (SIE), General Securities Representative Examination (Series 7), Investment Company Products/Variable Contracts Representative Examination (Series 6), and Uniform Combined State Law Examination (Series 66). Sean has previously been affiliated with Morgan Stanley and J.P. Morgan Securities LLC.

Firm Information

Sean Youn 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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Sean Youn’s Registration & Firm History

NY

10/28/2021 - Present

NEW York Life Investment Management LLC (NEW YORK NY)

NY

03/27/2014 - 03/07/2016

MORGAN STANLEY (NEW YORK NY)

NY

10/01/2012 - 12/18/2013

J.P. MORGAN SECURITIES LLC (FLUSHING NY)

NY

07/08/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)

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Licenses & Designations

BOTH

Issued 04/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Youn.
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