JT
JT

Jennifer Tarsney

28 Years of Experience
Greenville, SC
Broker

Jennifer Tarsney is a registered investment advisor at New York Life Investment Management LLC, based in Greenville, SC, with 28 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,042 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
1,042 clients
Average Client Portfolio
$108.6M average
Assets Under Management
$113.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

NYLIM does not directly manage investments for individual investors. Instead, NYLIM provides operational, administrative, and trading services for managed accounts offered through wrap fee programs sponsored by other firms. As part of these programs, NYLIM may engage subadvisors to provide investment advice and trade execution. The annual management fee ranges from 0.25% to 0.80% of assets under management, paid by the sponsor or client, and varies depending on the sponsor, investment strategy, account type, services provided, and assets in the program.

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Location

Greenville, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
New York Life Investment Management LLC
January 2009 - Present · 17 yrs 4 mos
Nylife Distributors LLCBroker
May 2001 - Present · 25 yrs
Nylife Distributors LLC
May 2001 - Present · 25 yrs
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
May 1996 - April 2000 · 3 yrs 11 mos
State Registrations3 states
NJNYSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.