LifeMark Securities Corp.

LifeMark Securities Corp.


400 W. Metro Financial Center

Rochester, NY 14623

(800) 291-7570

Year founded: 1983

For More Information

CEOVincent Micciche
Top ExecutiveJames J. Prisco
Recruiting ContactJames J. Prisco
(800) 291-7570
Compliance ContactDavid Keogh
Marketing ContactTodd J. Jessop
(800) 291-7570
Technology Operations ContactAlex Georgiev
(800) 291-7570


Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software Other
Compliance software
CRM Other
Document management Other
Financial planning MoneyGuidePro (PIEtech Inc.)
Portfolio management
Portfolio rebalancing
Offers robo-advisory platform?N
If not, when plans to offer a robo-platformWe do not plan on offering robo-advisory services
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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