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Ted Manly: Did a Variable Annuity Lead to Investor Losses?

Jul 30, 2021 Investor Disputes

Ted Manly (CRD #: 6718835), a broker registered with NYLife Securities, is involved in an investor dispute, according to his BrokerCheck record, accessed on July 28, 2021. Details are provided below. 

On June 15, 2021, an investor alleged that Ted Manly misled them when he offered assurances that liquidating mutual fund shares to purchase a variable annuity would not create a taxable event. (Investors should note that variable annuities are complex contracts that often do not work to the advantage of investors.)

Ted Manly Background Information

Manly has passed the following exams:

  • Series 63 Uniform Securities Agent State Law Examination
  • Securities Industry Essentials Examination
  • Series 6 Investment Company Products / Variable Contracts Representative Examination

He is a registered broker in California, Florida, and Georgia.

He has only ever registered with NYLife Securities (CRD #: 5167)

Kurta Law Can Help

If you worked with Ted Manly and you have concerns about your investments, contact Kurta Law today. Call 212-658-1502 or email jkurta@kurtalawfirm.com.