Samuel Robert Share
Investment adviser representative at New York Life Investment Management LLC
18 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
18 years in the industry.
- New York Life Investment Management LLCAug 2025 to now
- New York Life InvestmentsAug 2025 to now
- Fidelity InvestmentsDec 2024 to now
- UnemployedApr 2024 to Dec 2024
- Pruco Securities, LLC.Mar 2022 to Apr 2024
- The Prudential Insurance Company of AmericaMar 2022 to Apr 2024
- LPL Financial LLCJul 2021 to Apr 2022
- Self-employedAug 2019 to Jul 2021
- MFS Fund Distributors, Inc.Mar 2007 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4369173
- Firm CRD
- 109591