Adviser and broker representative · Lifemark Securities Corp.
Sara S. Berkowicz
CRD 2111889 · Skokie, IL
At a glance
Sara S. Berkowicz is an investment adviser representative with Lifemark Securities Corp. in Skokie, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sara’s SEC record dates to 2002, about 24 years ago. Sara is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Lifemark Securities Corp.Since July 2012Skokie, IL · $425M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sara’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.