Alexander Vari
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 LLCMar 2024 to now
- New York Life InvestmentsFeb 2024 to now
- Federated Global Investment Management Corp.Nov 2018 to Feb 2024
- Federated Investment CounselingNov 2018 to Feb 2024
- Mdt Advisers, A Division of Federated Mdta LLCNov 2018 to Feb 2024
- Federated Hermes, Inc.Sep 2018 to Feb 2024
- Federated Securities Corp.Sep 2018 to Feb 2024
- H. Vari & Company LLC, Wells Fargo Advisors Financial NetworkMay 2016 to Dec 2017
- Docherty Talent AgencyOct 2013 to Jan 2020
- Kent State UniversityAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7012944
- Firm CRD
- 109591