JA
CFA
JA
CFA

Jonathan Michael Agresti

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
4,697 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$40.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1251 Ave of the Americas, Ste 4700, New York, NY, 10020

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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
Tcw Investment Management Company LLC
September 2006 - Present · 19 yrs 5 mos
Tcw Funds Distributors LLCBroker
August 2006 - Present · 19 yrs 6 mos
Tcw Funds Distributors LLC
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Blackrock Investments, INC.Broker
November 2000 - April 2006 · 5 yrs 5 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.