Lifemark Securities Corp.
● SEC registered since 2007CRD 16204SEC# 801-68438Rochester, NY
Reg. AUM
$424.9M
Employees
78
Accounts
1,053
Location
Rochester, NY
Lifemark Securities Corp. assets under management
Lifemark Securities Corp. is an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2007. It reports $424.9 million in regulatory assets under management and employs 78 people.
Lifemark Securities Corp. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre Jr. Georgiev | Cco Of The Ria / Director Of Operations | Under 5% | 2021 |
| Andrew Joseph Kalinowski Control | Vp / Board Member/Secretary | 25-50% | 1983 |
| James Joseph Prisco Control | President / Board Member | 25-50% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifemark Securities Corp. manage?
Lifemark Securities Corp. reports $424.9 million in regulatory assets under management on its Form ADV.
How many employees does Lifemark Securities Corp. have?
Lifemark Securities Corp. reports 78 employees.
Where is Lifemark Securities Corp. located?
Lifemark Securities Corp. is based in Rochester, NY and has been SEC-registered since 2007.
Does Lifemark Securities Corp. disclose fund performance?
Lifemark Securities Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 West Metro Park, Rochester, NY 14623 |
| Phone | 585-424-5672 |
| Fax | 585-272-7170 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$424.9M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$424.9Mregulatory AUM
Discretionary $424.9M