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Andrew Kalinowski

Lifemark Securities CORP.
53 Years of Experience
Pittsford, NY
BrokerSells Insurance
View SEC Summary
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Andrew Kalinowski is a registered investment advisor at Lifemark Securities CORP., based in Pittsford, NY, with 53 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Pittsford, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent since 1974, selling and servicing life, long-term care, and disability insurance. He also serves as a board director for DMG, an insurance marketing organization, since 2017.

Employment History
Current Registrations
Lifemark Securities CORP.
August 2021 - Present · 5 yrs 2 mos
Lifemark Securities CORP.
June 1985 - Present · 41 yrs 4 mos
Lifemark Securities CORP.Broker
June 1985 - Present · 41 yrs 4 mos
Previous Registrations
Structured Shelters Securities, INC.Broker
November 1982 - March 1983 · 4 mos
Linsco CorporationBroker
October 1971 - April 1983 · 11 yrs 6 mos
Cg Equity Sales CompanyBroker
December 1970 - November 1971 · 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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