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BG

Brandon M. Greco

NYLIFE SECURITIES LLC
Deerfield, IL 60015-4747
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CRD#: 3085655
BG

Professional summary


Brandon M Greco, ChFC®, CLU®, who also goes by Brandon Michael Greco, Brandon M Greco, is a registered financial professional 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.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brandon Michael Greco | Brandon M Greco

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Experience


Current

March 4, 2026 - Present

NYLIFE SECURITIES LLC

Office #1: 1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747
BD
CRD#: 5167
Deerfield, IL
Past

November 14, 2024 - December 19, 2025

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
DOWNERS GROVE, IL
Past

November 14, 2024 - December 19, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
DOWNERS GROVE, IL
Past

December 22, 2022 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
DOWNERS GROVE, IL
Past

December 21, 2022 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
DOWNERS GROVE, IL
Past

December 2, 2020 - December 15, 2022

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Oak Brook, IL
Past

November 23, 2020 - December 15, 2022

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Oak Brook, IL
Past

July 31, 2018 - October 12, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
DOWNERS GROVE, IL
Past

April 25, 2018 - October 12, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
DOWNERS GROVE, IL
Past

July 21, 2014 - April 9, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
DOWNERS GROVE, IL
Past

July 21, 2014 - April 9, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
DOWNERS GROVE, IL
Past

May 7, 2014 - July 17, 2014

OSAIC SERVICES, INC.

RIA
CRD#: 133763
DOWNERS GROVE, IL
Past

December 16, 2013 - July 17, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
DOWNERS GROVE, IL
Past

November 10, 2008 - August 26, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
DOWNERS GROVE, IL
Past

October 4, 2006 - August 26, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
DOWNERS GROVE, IL
Past

October 8, 2004 - July 22, 2005

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 6, 2004 - August 25, 2004

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

March 27, 2002 - December 19, 2003

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

August 13, 1998 - April 2, 2002

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/5/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Event13
Arbitration7

Red Flags


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.

Company Information


NYLIFE SECURITIES LLC

CRD#: 5167Deerfield, IL 60015-4747

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