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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-13-1985
- Office Locations
- 115
Office Locations
About Lifemark Securities Corp.
Lifemark Securities Corp. is a Rochester-based RIA with 115 offices. The firm has been operating for 41 years. Managing $424.9M in total assets under management, with 78 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 9, 2026, reported AUM decreased 7.9%, from $461.5M to $424.9M.
Across 5 reported observations, AUM increased 59.6% between November 8, 2022 and March 9, 2026, from $266.2M to $424.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 78 advisory representatives and 1,433 clients, or 18.4 clients per representative. That equates to $296.5K in reported AUM per client.
The profile lists 115 reported office locations and 41 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lifemark Securities Corp. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW JOSEPH KALINOWSKI
President, Secretary, Vice President
- CRD
- #263409
- Ownership
- 25% but less than 50%
VINCENT MICCICHE JR
Finop, TREASURER
- CRD
- #702149
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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PAUL AGLIATA JR
President
- CRD
- #1317693
CHARLES DRAKE AGUILLARD
Agency Manager, Owner
- CRD
- #2689932
Showing 2 of 165 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,939,705 | $403,551 |
| Non-Discretionary | $0 | -- |
| Total | $424,939,705 | $403,551 |
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Separately Managed Accounts
SMA allocation detail is available
Lifemark Securities Corp. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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