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Wealth Manager • Rochester, United States

LifeMark Securities

LifeMark Securities is a wealth manager based in Rochester, United States, founded in 1983. Verified contact details, AUM data, and investment preferences on FindLPs.

1983
Year Founded
Wealth Manager
Investor Type
Rochester, United States
Headquarters
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.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.