SK
Skerdi Kostreci
NYLIFE SECURITIES LLC
Bethesda, MD 20817
Some features on this profile are disabled
CRD#: 5061265
SK
Professional summary
Skerdi Kostreci, CFP®, CIMA® is a registered financial professional currently at NYLIFE SECURITIES LLC located in Bethesda, Maryland.
Skerdi is registered as a RR (Registered Representative) and started their career in finance in 2006. Skerdi has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
Business Name: Skerdi Kostreci - Investment Related: No - Address: 10539 Metropolitan Ave, Kensington, MD 20895 - Nature of Business: Virginia Life and Health Insurance Agent - Title or Relationship: Agent - Start Date: 7/2012 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Maintains license but does not produce currently. Business Name: Delta Financial Advisors - Investment Related: Yes - Address: 10539 Metropolitan Ave, Kensington, MD 20895 - Nature of Business: Registered Investment Advisor - Title or Relationship: Financial Advisor: Start Date: 5/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Financial services.
CRS (Client Relationship Summary) - BD
Click below to view Skerdi Kostreci's 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®
CFP®
Start date: 2011
Experience
Current
July 10, 2025 - Present
NYLIFE SECURITIES LLC
Office #1: 6901 Rockledge Dr Ste 700, Bethesda, MD 20817BD
CRD#: 5167
Bethesda, MD
Past
July 10, 2024 - May 27, 2025
REGULUS FINANCIAL GROUP, LLC
BD
CRD#: 150631
Kensington, MD
Past
June 25, 2024 - May 20, 2025
DELTA FINANCIAL ADVISORS, INC
RIA
CRD#: 121907
KENSINGTON, MD
Past
June 11, 2014 - June 3, 2024
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BETHESDA, MD
Past
March 19, 2012 - May 28, 2024
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BETHESDA, MD
Past
April 5, 2006 - January 28, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
ANNANDALE, VA
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
Maryland(7/30/2025)
RR
Virginia(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NYLIFE SECURITIES LLC
CRD#: 5167Bethesda, MD 20817TRUST BUT VERIFY
Monitor Skerdi Kostreci
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
