Eric BorsoniCRD Number: 4378834
Current Firm: New York Life Investment Management LLC
Eric Borsoni (CRD# 4378834) is an Investment Advisor Representative working at New York Life Investment Management LLC in Millersville, MD and has over 17 years of experience in the finance industry.
Commonwealth Financial Network
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|New York Life||Millersville, MD||Oct 2016 - Current||2|
|U.s. Marine Corps||New Orleans, LA||Sep 1992 - Current||26|
|Nuveen Securities, LLC||Chicago, IL||Jul 2014 - Oct 2016||2|
|J.p. Morgan Institutional Investments Inc.||New York, NY||Jan 2011 - Jul 2014||3|
|Jpmorgan Investment Management Inc.||Ocean City, MD||Jan 2011 - Jul 2014||3|
|Jpmorgan Distribution Services, Inc.||New York, NY||Sep 2010 - Jan 2011||< 1|
|Rydex Distributors, Inc.||Rockville, MD||Nov 2003 - Sep 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S66||NASAA Uniform Combined State Law Examination||Jul 2001|
Total Assets Under Management93,723MILLIONS
Total Number of Accounts1,240ACCOUNTS
Average Account Value$75,582,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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