Cory Joseph Mcgrath
Investment adviser representative at New York Life Investment Management LLC
13 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
13 years in the industry.
- New York Life Investment Management LLCMay 2025 to now
- New York Life InvestmentsFeb 2025 to now
- UnemployedOct 2024 to Feb 2025
- LPL Financial LLCNov 2022 to Oct 2024
- Eaton Vance Distributors, Inc.Mar 2013 to Nov 2022
- Eaton Vance ManagementMar 2013 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6020552
- Firm CRD
- 109591