Lifemark Securities Corp.

Overview

Lifemark Securities Corp. is a Broker Dealer and registered investment adviser based in Rochester, NY, registered since 1985. It reports $425M in assets under management across 1,053 accounts, with 78 employees. Its 163 registered representatives work across 110 branch offices in 30 states.

Reported AUM

$425M

Discretionary

100%

Accounts

1,053

Average account

$404K

Employees

78

Registered reps

163

Branch offices

110

Registered since

1985

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Other
• Retirement/Pension Products
• 3 more

Executive officers 3 of 4

• James Joseph Prisco Chief Executive Officer, Chief Compliance Officer, President CRD 2653402
• Vincent Micciche Jr Treasurer, Financial and Operations Principal, Principal Financial Officer CRD 702149
• Alexandre Georgiev Jr Chief Compliance Officer of the Registered Investment Advisor, Director of Operations, Chief Compliance Officer of the Registered Investment Officer CRD 5307830

1 more executive officer, with direct contact details

Registered reps 3 of 163

• Paul Agliata Jr. Insurance Agent · Registered Rep CRD 1317693
• Charles Drake Aguillard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2689932
• Victor J Anaya Insurance Agent · Registered Rep CRD 3185095

160 more registered reps, with emails, phones and branch locations

Location

Headquarters

400 W Metro Park
Rochester, NY 14623

County

Monroe

Metro area

Rochester, NY

Region

Northeast

Branch offices

110 in 30 states, including Centennial, CO, Garden City, NY and Jacksonville, FL

Registrations

• SEC registered, corporation formed in New York
• Registered in 51 jurisdictions
• Website: lifemark.com

Every state, with registration dates

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