Richard Pascale
Richard Pascale is a registered investment advisor at Lifemark Securities CORP., based in Massapequa Park, NY, with 26 years of industry experience. Richard 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
Massapequa Park, NY
Get directionsHistory
Regulatory History (6)
Financial
January 2026Financial
December 2025Financial
October 2025Financial
May 2025Financial
May 2025Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Richard owns 50% of Classic Benefit Planners, Ltd., where he works as a life, health, and accident insurance agent, also serving as Secretary and Treasurer. He also works as an independent life and health insurance agent, dedicating about a quarter of his time to Classic Benefit Planners and a few hours per week to his independent agent activities.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.