Calea Stiles-Schatz, financial advisor New York NY

Calea Stiles-Schatz

CRD Number: 6649938
Current Firm: New York Life Investment Management LLC

Calea Stiles-Schatz (CRD# 6649938) is an Investment Advisor Representative working at New York Life Investment Management LLC in New York, NY and has over 4 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor New York NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
New York Life New York, NY Nov 2018 - Current 2
Oppenheimerfunds Distributor, Inc. New York, NY Dec 2017 - Nov 2018 < 1
Securian Financial Services Inc. St Paul, MN Jun 2016 - Nov 2017 1
Minnesota Life Insurance Co St Paul, MN Jun 2016 - Nov 2017 1
Allied Wealth Partners Parsippany, NJ Jun 2016 - Nov 2017 1
Shields Gymnastics School Of Flemington Flemington, NJ Mar 2009 - Jul 2016 7
The College Of New Jersey Ewing, NJ Aug 2012 - May 2016 3
Residential Education And Housing At Tcnj Ewing, NJ Aug 2015 - Dec 2015 < 1
Johnson & Johnson Skillman, NJ Jan 2015 - Dec 2015 < 1
Target Corporation Edison, NJ Jun 2014 - Aug 2014 < 1
Residential Education And Housing At Tcnj Ewing, NJ Aug 2013 - May 2014 < 1
Office Of Records And Registration At Tcnj Ewing, NJ Feb 2013 - May 2014 1
Hunterdon Central Regional High School Flemington, NJ Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Calea Stiles-Schatz
Phone Number: 212-576-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    105,513
    MILLIONS
  • Total Number of Accounts
    1,163
    ACCOUNTS
  • Average Account Value
    $90,724,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.