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Luiz F. Schlittler

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CRD#: 5219992
LS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Luiz Flavio Schlittler, who also goes by Luiz F Schlittler, Luiz Flavio Schlittler, Luiz Schlittler, Luiz F Schlittler-silva, Luiz Flavio Schlittler-silva, was a registered financial professional .

Luiz is a previously registered financial professional and started their career in finance in 2007. Luiz had worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, Series 7TO, SIE, Series 17 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luiz F Schlittler | Luiz Flavio Schlittler | Luiz Schlittler | Luiz F Schlittler-Silva | Luiz Flavio Schlittler-Silva

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 29, 2025 - July 7, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SUNRISE, FL
Past

November 18, 2024 - December 2, 2024

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
Miami, FL
Past

November 14, 2024 - December 2, 2024

LPL ENTERPRISE, LLC

BD
CRD#: 8733
Miami, FL
Past

September 5, 2024 - November 12, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Miami, FL
Past

August 12, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Miami, FL
Past

November 10, 2022 - February 22, 2024

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

April 29, 2019 - November 8, 2022

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

November 8, 2013 - August 18, 2014

XP INVESTMENTS US, LLC

BD
CRD#: 156691
NEW YORK, NY
Past

July 6, 2012 - November 7, 2013

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

March 25, 2011 - November 11, 2011

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 5, 2010 - March 14, 2011

ICBC STANDARD SECURITIES INC.

BD
CRD#: 35560
NEW YORK, NY
Past

January 18, 2007 - November 12, 2008

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/31/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 11/18/2022
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/29/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 17
Date: 1/17/2007
Limited Registered Representative Examination
Principal/Supervisory Exam

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
GARDNER, ROBERT MICHAELELECTED MANAGER6160318
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
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#: 5167

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