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Maryanna Eva Lanham

NYLIFE SECURITIES
VIENNA, VA
·CRD# 6323182·11 years experience

Professional Summary

Maryanna Eva Lanham is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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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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Years of Experience

11 years in the financial services industry

Current & Past Employments

NYLIFE SECURITIES LLC·CRD# 5167
BD
8075 Leesburg Pike Suite 400, Vienna, VA 22182
May 21, 2025 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Hughesville, MD
November 2, 2021 - December 19, 2022
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Hughesville, MD
November 2, 2021 - December 19, 2022
GREAT VALLEY ADVISOR GROUP, LLC·CRD# 123913
RIA
Annapolis, MD
June 7, 2021 - September 20, 2021
LPL FINANCIAL LLC·CRD# 6413
BD
Annapolis, MD
March 25, 2021 - July 26, 2021
NYLIFE SECURITIES LLC·CRD# 5167
BD
Hughesville, MD
January 16, 2015 - March 29, 2021

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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

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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
Maryland
(5/23/2025)

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2015About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Maryanna Eva Lanham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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