BR
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Brett Reeder

20 Years of Experience
New York, NY
Broker

Brett Reeder is a registered investment advisor at New York Life Investment Management LLC, based in New York, NY, with 20 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 933 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
933 clients
Average Client Portfolio
$129.4M average
Assets Under Management
$120.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Custom separate account management fees typically range from 0.10% to 0.45%. Managed account wrap program fees generally range from 0.25% to 0.80% based on the sponsor, investment strategy, and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

51 Madison Avenue, New York, NY, 10010

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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
September 2011 - Present · 15 yrs 1 mo
Nylife Distributors LLC
April 2009 - Present · 17 yrs 6 mos
Nylife Distributors LLCBroker
April 2009 - Present · 17 yrs 6 mos
Previous Registrations
Eagle Strategies LLC
July 2009 - May 2011 · 1 yr 10 mos
Ameriprise Financial Services, INC.
June 2006 - February 2009 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
June 2006 - February 2009 · 2 yrs 8 mos
State Registrations2 states
NJNY
AdvisorBroker

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.
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