NEW YORK LIFE TRUST COMPANY, FSB
CRD #112213 SEC #801-60530 PARSIPPANY, NJ 877-332-7916
SEC Registered
Total AUM
$4M
Discretionary
$4M
Employees
10
Clients
--
Accounts
46
Firm Details
- Organization Type
- Other (specify) (FEDERAL STOCK SAVINGS BANK)
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 20, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUNT, CHRISTOPHER, OWSLEY | I | CHAIRMAN | NA | Control |
| BLUNT, CHRISTOPHER, OWSLEY | I | CHAIRMAN | NA | Control |
| BLUNT, CHRISTOPHER, OWSLEY | I | CHAIRMAN | NA | Control |
| BOYCE, JEFFERSON, CARLISLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOYCE, JEFFERSON, CARLISLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOYCE, JEFFERSON, CARLISLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | ACTING PRESIDENT, MEMBER OF THE BOARD TRUST & INVESTMENT & AUDIT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | ACTING PRESIDENT AND CEO, MEMBER OF THE BOARD TRUST & INVESTMENT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | MEMBER OF THE BOARD TRUST & INVESTMENT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | ACTING PRESIDENT, MEMBER OF THE BOARD TRUST & INVESTMENT & AUDIT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | ACTING PRESIDENT, MEMBER OF THE BOARD TRUST & INVESTMENT & AUDIT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | MEMBER OF THE BOARD TRUST & INVESTMENT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BRADY, ROBERT, EDWARD | I | CLASS B DIRECTOR | NA | Control |
| BRADY, ROBERT, EDWARD | I | MEMBER OF THE BOARD TRUST & INVESTMENT COMM., MANAGEMENT & INVESTMENT COMM. & TRUST REVIEW COMM. | NA | Control |
| BURKE, DEREK, DAVID | I | COMPLIANCE OFFICER | NA | Control |
| BURKE, DEREK, DAVID | I | COMPLIANCE OFFICER | NA | Control |
| BURKE, DEREK, DAVID | I | COMPLIANCE OFFICER | NA | Control |
| BURKE, DEREK, DAVID | I | COMPLIANCE OFFICER | NA | Control |
| GRAF, CAROL, L | I | SECOND VICE PRESIDENT, TRUST OPERATIONS | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| LEAVITT-GRUBERGER, EDWIN | I | CLASS B DIRECTOR AND MEMBER OF THE BOARD TRUST & INVESTMENT COMMITTEE | NA | Control |
| MACLEAN, IAN, WILLIAM | I | SECOND VICE PRESIDENT, TREASURER & SENIOR TRUST OFFICER | NA | Control |
| MACLEAN, IAN, WILLIAM | I | MEMBER OF THE BOARD MANAGEMENT & INVESTMENT COMMITTEE AND TRUST REVIEW COMMITTEE | NA | Control |
| MACLEAN, IAN, WILLIAM | I | SECOND VICE PRESIDENT, TREASURER & SENIOR TRUST OFFICER | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| MURATORE, PETER, FREDERICK | I | CLASS A DIRECTOR | NA | Control |
| MURATORE, PETER, FREDERICK | I | MEMBER OF THE BOARD AUDIT COMITTEE | NA | Control |
| NELSON, PENNY, LEE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| NELSON, PENNY, LEE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| NELSON, PENNY, LEE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| NELSON, PENNY, LEE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| NELSON, PENNY, LEE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| RAUSHI, MARYALICE | I | PRESIDENT, CEO, CLASS C DIRECTOR OF B.O.D., MEMBER OF TRUST AND INVESTMENT, MANAGEMENT AND INVESTMENT AND TRUST REVIEW COMMITTEE | NA | Control |
| RAUSHI, MARYALICE | I | PRESIDENT, CEO, CLASS C DIRECTOR OF B.O.D., MEMBER OF TRUST AND INVESTMENT, MANAGEMENT AND INVESTMENT AND TRUST REVIEW COMMITTEE | NA | Control |
| RAUSHI, MARYALICE | I | PRESIDENT, CEO, CLASS C DIRECTOR OF B.O.D., MEMBER OF TRUST AND INVESTMENT, MANAGEMENT AND INVESTMENT AND TRUST REVIEW COMMITTEE | NA | Control |
| ROSENZWEIG, LIZA, MICHELE | I | SENIOR VICE PRESIDENT | NA | Control |
| ROSENZWEIG, LIZA, MICHELE | I | SENIOR VICE PRESIDENT | NA | Control |
| ROSENZWEIG, LIZA, MICHELE | I | SENIOR VICE PRESIDENT | NA | Control |
| ROSENZWEIG, LIZA, MICHELE | I | SENIOR VICE PRESIDENT | NA | Control |
| ROSENZWEIG, LIZA, MICHELE | I | SENIOR VICE PRESIDENT | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | CLASS C DIRECTOR & CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | MEMBER OF THE BOARD AUDIT COMMITTEE | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | CLASS C DIRECTOR & CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | MEMBER OF THE BOARD AUDIT COMMITTEE | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | CLASS C DIRECTOR & CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| ROUSSIN, STEPHEN, CRAIG | I | MEMBER OF THE BOARD AUDIT COMMITTEE | NA | Control |
| SINDELAR, JOSEPH, BASIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINDELAR, JOSEPH, BASIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALSH, RAMONA, QUINN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, RAMONA, QUINN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, RAMONA, QUINN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
| NYLIFE LLC | DE | DIRECT OWNER & SOLE SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NYLIFE LLC | E | Control |
Registrations
Federal
IA
Sep 20, 2005 REGISTERED
Notice Filings (25)
CA DE FL GA ID IL KS MD MN MO MS NC NE NH NY OR RI SC SD UT VA VT WA WI WV
Address
169 LACKAWANNA AVENUEPARSIPPANY, NJ 07054-1007
USA
Phone: 877-332-7916