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Brandon Greco

ChFC®, CLU®
NYLIFE SECURITIES
DEERFIELD, IL
·CRD# 3085655·28 years experience

Professional Summary

Brandon Greco, ChFC®, CLU®, who also goes by Brandon Michael Greco, Brandon M Greco, is a registered financial advisor currently at NYLIFE SECURITIES LLC located in Deerfield, Illinois. Brandon is registered as a RR (Registered Representative) and started their career in finance in 1998. Brandon has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brandon Michael Greco, Brandon M Greco

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

28 years in the financial services industry

Current & Past Employments

NYLIFE SECURITIES LLC·CRD# 5167
BD
1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747
March 4, 2026 - Present
LPL ENTERPRISE, LLC·CRD# 8733
RIA
Downers Grove, IL
November 14, 2024 - December 19, 2025
LPL ENTERPRISE, LLC·CRD# 8733
BD
Downers Grove, IL
November 14, 2024 - December 19, 2025
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Downers Grove, IL
December 22, 2022 - November 14, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Downers Grove, IL
December 21, 2022 - November 14, 2024
ONEAMERICA SECURITIES, INC.·CRD# 4173
RIA
Oak Brook, IL
December 2, 2020 - December 15, 2022
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
Oak Brook, IL
November 23, 2020 - December 15, 2022
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Downers Grove, IL
July 31, 2018 - October 12, 2020
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Downers Grove, IL
April 25, 2018 - October 12, 2020
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Downers Grove, IL
July 21, 2014 - April 9, 2018
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Downers Grove, IL
July 21, 2014 - April 9, 2018
OSAIC SERVICES, INC.·CRD# 133763
RIA
Downers Grove, IL
May 7, 2014 - July 17, 2014
OSAIC SERVICES, INC.·CRD# 133763
BD
Downers Grove, IL
December 16, 2013 - July 17, 2014
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Downers Grove, IL
November 10, 2008 - August 26, 2013
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Downers Grove, IL
October 4, 2006 - August 26, 2013
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
October 8, 2004 - July 22, 2005
MONY SECURITIES CORPORATION·CRD# 4386
BD
New York, NY
January 6, 2004 - August 25, 2004
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Cincinnati, OH
March 27, 2002 - December 19, 2003
MONY SECURITIES CORPORATION·CRD# 4386
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New York, NY
August 13, 1998 - April 2, 2002

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Current Firm

NS
NYLIFE SECURITIES LLC

NEW YORK LIFE SECURITIES CORP. | NYLIFE SECURITIES LLC | NYLIFE SECURITIES INC. | NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

CRD#: 5167 / SEC#: 8-15517
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

51 Madison Ave. Room 713, New York, NY 10010

Mailing Address

51 Madison Avenue Room 713, New York, NY 10010

Phone Number

(212) 576-7000

Established

Delaware since 01/01/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NYLIFE LLC.SHAREHOLDER—
BAGTAS, ANGELA CHENELECTED MANAGER8172856
BOCCIO, JOHN MICHAELCHIEF EXECUTIVE OFFICER AND PRESIDENT4600977
DUARTE, DEBORAH LYNNELECTED MANAGER6090278
ENGELBRECHTSEN, TOM DAHLCORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER2908809
FEINBERG, AMARYA NMNELECTED MANAGER8162482
HUANG, DYLAN WEIELECTED MANAGER AND CHAIRMAN6233208
LOFTUS, PATRICIA ELIZABETHCORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2156131
SCHWARTZ, RACHEL SABRINAVICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL8170474
TILLOTSON, SANDRA GELECTED MANAGER7617600
VIRENDRA, SONALI NMNELECTED MANAGER2404467
ZAMAN, NABEEDVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER6410914

Disclosures

Regulatory Event

13

Arbitration

7

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 12/18/2024- Crump Insurance Services- Non-Variable Insurance- INV Related- Harrisburg, PA- Start Date 11/14/2024- 10hrs/mth- 10hrs during trading 2) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(3/5/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1998About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jun 2018About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Brandon Greco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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