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Aisha Elezi

New York Life Investment Management LLC
15 Years of Experience
Glen Allen, VA
Broker
View SEC Summary
View SEC Summary

Aisha Elezi is a registered investment advisor at New York Life Investment Management LLC, based in Glen Allen, VA, with 15 years of industry experience. Aisha 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.

New York Life Investment Management LLC
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

Glen Allen, VA

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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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Other Business Activities

Aisha is a co-member of NYC Chicks Properties, LLC, an LLC created for a vacation home that will also be used as an AirBnB. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
New York Life Investment Management LLC
February 2014 - Present · 12 yrs 8 mos
Nylife Distributors LLC
February 2014 - Present · 12 yrs 8 mos
Nylife Distributors LLCBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2011 - February 2014 · 2 yrs 5 mos
Morgan StanleyBroker
September 2011 - February 2014 · 2 yrs 5 mos
Morgan Stanley Smith BarneyBroker
January 2011 - May 2011 · 4 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
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