LP Profile

LifeMark Securities

Also known as lifemark securities

Wealth ManagerRochester, United StatesFounded 1983
Rochester
Headquarters
Investment Focus

About LifeMark Securities

LifeMark Securities in Rochester, NY is a top independent broker dealer. We serve broker dealers and financial advisors, with maximum integrity and autonomy to allow and encourage growth.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to LifeMark Securities from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$424.9M
Total Clients
1,053
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to LifeMark Securities across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is LifeMark Securities?

LifeMark Securities is a wealth manager based in Rochester, United States.

Where is LifeMark Securities headquartered?

LifeMark Securities is headquartered in Rochester, United States.

When was LifeMark Securities founded?

LifeMark Securities was founded in 1983.

How can I contact LifeMark Securities?

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