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Maryanna E. Lanham

NYLIFE SECURITIES LLC
Vienna, VA 22182
Some features on this profile are disabled
CRD#: 6323182
ML

Professional summary


Maryanna Eva Lanham is a registered financial professional currently at NYLIFE SECURITIES LLC located in Vienna, Virginia.

Maryanna is registered as a RR (Registered Representative) and started their career in finance in 2015. Maryanna has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

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.
1) DREAM QUEEN FOUNDATION POSITION: Executive Director NATURE: Dream Queen Foundation is the parent organization that supports the Gals Lead Teen Mentorship and Leadership Curriculum that is facilitated as a high school club, weekend experience, and is used by outside organizations to mentor their teen girls. INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 08/30/2021; ADDRESS: PO Box 485, Charlotte Hall MD 20622, United States; DESCRIPTION: My duties vary depending on projects. I will have spending authority but will not be the treasurer or in any capacity investing the organizations monies. Currently I am working on grant applications, organizing a fund raiser, and recruiting board members. 2) JOSEPH PALUMBO & PALUMBO FINANCIAL POSITION: Referring Partner NATURE: Working directly with Palumbo Financial for investment management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/13/2021; ADDRESS: 1500 Bolton Street, Baltimore MD 21217, United States; DESCRIPTION: Partnership program approved activity with Palumbo Financial. They manage investment clients, complete applications, and work directly with Maryanna to review with clients.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Maryanna Eva Lanham'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®
None

Experience


Current

May 21, 2025 - Present

NYLIFE SECURITIES LLC

Office #1: 8075 Leesburg Pike Suite 400, Vienna, VA 22182
BD
CRD#: 5167
Vienna, VA
Past

November 2, 2021 - December 19, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
HUGHESVILLE, MD
Past

November 2, 2021 - December 19, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
HUGHESVILLE, MD
Past

June 7, 2021 - September 20, 2021

GREAT VALLEY ADVISOR GROUP, LLC

RIA
CRD#: 123913
Annapolis, MD
Past

March 25, 2021 - July 26, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
ANNAPOLIS, MD
Past

January 16, 2015 - March 29, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HUGHESVILLE, MD

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
(5/23/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/7/2021
Uniform Investment Adviser Law Examination
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)
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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#: 5167Vienna, VA 22182

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