Lifemark Securities Corp.
Rochester, NY·SEC-registered · CRD #16204
Lifemark Securities Corp. is an SEC-registered investment advisory firm in Rochester, NY managing $425M across 1.1k client accounts, with 78 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$425M
Client accounts
1.1k
Advisory staff
78
Fee model
Fee-based
How Lifemark Securities Corp. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lifemark Securities Corp.
How much does Lifemark Securities Corp. manage?
Per its most recent SEC Form ADV filing (03/09/2026), Lifemark Securities Corp. reports $425M in regulatory assets under management across roughly 1.1k client accounts.
How does Lifemark Securities Corp. charge?
Lifemark Securities Corp. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lifemark Securities Corp. a fiduciary?
Yes. Lifemark Securities Corp. is registered with the U.S. Securities and Exchange Commission (CRD #16204), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lifemark Securities Corp. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lifemark Securities Corp. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Rochester, NY
Profile compiled from Lifemark Securities Corp.'s public SEC Form ADV filing (CRD #16204, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lifemark Securities Corp.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lifemark Securities Corp.? Claim this profile.