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Henry Espinosa

Investment adviser representative at New York Life Investment Management LLC
17 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

17 years in the industry.

  1. New York Life Investment Management LLCMay 2011 to now
  2. New York Life Insurance CompanyFeb 2009 to now

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
5188526
Firm CRD
109591
Advisor's SEC record (opens in a new tab)
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