John William Daniel
Investment adviser representative at New York Life Investment Management LLC
12 yearsExperience
1 stateRegistered in
$120.7BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- New York Life Investment Management LLCJan 2024 to now
- New York Life InvestmentsJan 2024 to now
- InvescoSep 2019 to Jan 2024
- AlgerJan 2019 to Aug 2019
- Vp Distributors LLCJun 2017 to Dec 2018
- Ridgeworth Capital Management Inc.Feb 2014 to Jun 2017
- Ridgeworth Distributors LLCFeb 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
New York Life Investment Management LLC
$120.7BAssets managed
933Clients
89Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4355000
- Firm CRD
- 109591