Jeffrey Hanretty
Jeffrey Hanretty is a registered investment advisor at Lifemark Securities CORP., based in Rochester, NY, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
400 West Metro Park, Rochester, NY, 14623
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2010Judgment / Lien
April 2008Criminal
May 1980Other Business Activities
Jeffrey owns and operates a CPA practice since 1989, dedicating minimal time to it. He is also a 50% partner in a real estate rental office building and manages the building, spending minimal time on it. He also purchased an office condo in Florida for a small CPA practice.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Adirondack Trading Group LLCBroker
Cadaret, Grant & CO., INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations7 states
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.