Brendan Bostock
Investment adviser representative at New York Life Investment Management LLC
10 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
10 years in the industry.
- New York Life Investment Management LLCAug 2025 to now
- Apogem CapitalApr 2022 to now
- Private Advisors LLCMar 2019 to Apr 2022
- UnemployedJan 2019 to Mar 2019
- Aspen Partners, Ltd.Oct 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6212696
- Firm CRD
- 109591