AC
AC

Alexei Casolari

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

400 West Metro Park, Rochester, NY, 14623

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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

Alexei is an independent insurance agent since 2022 and may sell and service life and health insurance products. This activity is investment-related.

Employment History
Current Registrations
Lifemark Securities CORP.
December 2020 - Present · 5 yrs 2 mos
Lifemark Securities CORP.
June 2020 - Present · 5 yrs 8 mos
Lifemark Securities CORP.Broker
June 2020 - Present · 5 yrs 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.