Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Lifemark Securities Corp. financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Lifemark Securities Corp. office in Rochester, A to Z.

The short answer

10 registered advisors work at Lifemark Securities Corp. in Rochester, out of 63 at the firm nationwide; it ranks number 28 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

Lifemark Securities Corp. advisors in Rochester, A to Z

Every Lifemark Securities Corp. advisor →

Lifemark Securities Corp. advisors in every city and state →Lifemark Securities Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lifemark Securities Corp. advisors in other cities

Ocala, FL 6Pearl River, NY 6Centennial, CO 2Pittsburg, CA 2Webster, NY 2Alpharetta, GA 1Barre, VT 1Brownsville, TN 1Buffalo, NY 1Chandler, AZ 1Churchville, NY 1Clearwater, FL 1Columbia, MO 1Concord, OH 1Denver, CO 1

Other firms in Rochester

All Rochester advisors →

Equitable Advisors, LLC 64LPL Financial LLC 60Morgan Stanley 59UBS Financial Services Inc. 55MML Investors Services, LLC 49Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 39Ameriprise Financial Services, LLC 30J.P. Morgan Securities LLC 30Strategic Advisers LLC 27Ashton Thomas Securities, LLC 25

Questions

How many financial advisors does Lifemark Securities Corp. have in Rochester?

10 investment adviser representatives are registered at Lifemark Securities Corp. offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 63 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Is Lifemark Securities Corp. one of the largest advisor employers in Rochester?

Lifemark Securities Corp. ranks number 28 in Rochester by registered advisors; Equitable Advisors, LLC has the most, with 64.

How do I check a Lifemark Securities Corp. advisor in Rochester?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lifemark Securities Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.