Timothy Copeck
Investment adviser representative at New York Life Investment Management LLC
21 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
21 years in the industry.
- New York Life Investment Management LLCMar 2026 to now
- New York Life InvestmentsFeb 2026 to now
- Lord, Abbett & Co. LLCJun 2022 to Feb 2026
- BNY MellonJan 2022 to May 2022
- BNY MellonJun 2021 to Dec 2021
- Argo PartnersJul 2020 to May 2021
- The Rockwell Financial GroupJan 2020 to Jun 2020
- Orange Grove BioNov 2019 to Jul 2020
- StudentAug 2005 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7597558
- Firm CRD
- 109591