Jeffrey Zielinski
Jeffrey Zielinski is a registered investment advisor at New York Life Investment Management LLC, based in New York, NY, with 13 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
51 Madison Avenue, New York, NY, 10010
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Nylife Distributors LLC
Previous Registrations
John Hancock Personal Financial Services, LLC
John Hancock Funds, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Nylife Distributors LLCBroker
Adp Broker-Dealer, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations53 states
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