Matthew K. Greene
Professional summary
Matthew Kevin Greene, who also goes by Matthew Kevin Greene, Matthew Greene, is a registered financial professional currently at NYLIFE SECURITIES LLC located in Glendale, California.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1991. Matthew has worked at 11 firms and has passed the Series 63, Series 57TO, SIE, Series 79, Series 55, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Kevin Greene's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2025 - Present
NYLIFE SECURITIES LLC
Office #1: 801 North Brand Blvd 14th Floor, Glendale, CA 91203March 30, 2023 - December 24, 2024
GT SECURITIES, INC.
November 1, 2022 - February 27, 2023
ETORO USA SECURITIES INC.
March 26, 2021 - August 4, 2021
VIEWTRADE SECURITIES, INC.
March 19, 2021 - November 15, 2022
GATSBY SECURITIES
November 20, 2017 - March 8, 2021
OBERON SECURITIES, LLC
July 1, 2010 - October 31, 2016
KOTA GLOBAL SECURITIES INC.
February 11, 2009 - February 20, 2009
TEJAS SECURITIES GROUP, INC.
April 24, 2002 - January 5, 2007
UTENDAHL CAPITAL GROUP, LLC
June 22, 1993 - January 5, 2007
UTENDAHL CAPITAL PARTNERS, L.P.
April 8, 1991 - April 5, 1993
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/22/2025)
(10/14/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 4/14/2000
Limited Representative-Equity Trader ExamFINRA
Current Firm
NYLIFE SECURITIES LLC
CRD#: 5167 / SEC#: , 8-15517
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NYLIFE LLC. | SHAREHOLDER | |
| BAGTAS, ANGELA CHEN | ELECTED MANAGER | 8172856 |
| BOCCIO, JOHN MICHAEL | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 4600977 |
| DUARTE, DEBORAH LYNN | ELECTED MANAGER | 6090278 |
| ENGELBRECHTSEN, TOM DAHL | CORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER | 2908809 |
| FEINBERG, AMARYA NMN | ELECTED MANAGER | 8162482 |
| GARDNER, ROBERT MICHAEL | ELECTED MANAGER | 6160318 |
| HUANG, DYLAN WEI | ELECTED MANAGER AND CHAIRMAN | 6233208 |
| LOFTUS, PATRICIA ELIZABETH | CORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 2156131 |
| SCHWARTZ, RACHEL SABRINA | VICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL | 8170474 |
| TILLOTSON, SANDRA G | ELECTED MANAGER | 7617600 |
| ZAMAN, NABEED | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 6410914 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 7 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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