NYLIFE Securities
NYLIFE Securities focuses on providing clients with world-class brokerage services and a wide variety of investment options. As a registered broker- dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.
2025 tax form dates & availability
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| Tax Form Name | Online Date | Mailed By Date |
| 1099-R and 1099-SA | 1/16/2026 | 1/21/2026 |
| 1099: 1st Group | 1/24/2026 | 1/29/2026 |
| 1099: 2nd Group | 2/7/2026 | 2/12/2026 |
| 1099: Preliminary Tax Statement | 2/12/2026 | Online Only |
| 1099: INFO only (corporate) | 2/12/2026 | Online Only |
| 1099: 3rd Group | 2/21/2026 | 2/26/2026 |
| 1099: 4th Group | 3/11/2026 | 3/16/2026 |
| 5498 and 5498-SA | 5/15/2026 | 5/20/2026 |
Your goals are our goals.
Let’s get there together
Our exceptional client service, investment platform, and competitive cost structure can help address clients’ needs, regardless of their financial objectives. Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.
For disclosures relating to Regulation Best Interest and information about the products and services we offer, the fees you pay and our conflicts, or other information about NYLIFE Securities LLC visit: FINRA BrokerCheck.
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