| 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 | Chief Executive Officer/ Chief Compliance Officer | 25-50% | 2022 |
Lifemark Securities Corp. reports $461.5 million in regulatory assets under management on its Form ADV.
Lifemark Securities Corp. reports 88 employees.
Lifemark Securities Corp. is based in Rochester, NY and has been SEC-registered since 2007.
Lifemark Securities Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $461.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $461.5M |