LIFEMARK SECURITIES CORP.

CRD 16204 · SEC 801-68438

Visit website

400 WEST METRO PARK, ROCHESTER, NY, 14623, United States

Phone

585-424-5672

Fax

585-272-7170

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$424.9M

Discretionary AUM

$424.9M

Team

78 total employees; 78 advisory reps; 380 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	986	$247.1M
High net worth individuals	67	$177.9M

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://www.lifemark.com
https://www.linkedin.com/company/lifemark-securities-corp

Official SEC filing: View on IAPD