Frederic
Scarpulla

Lifemark Securities Corp

CRD#2050038
Investment Advisor
in Rochester, NY

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About this Advisor

Frederic Scarpulla is a financial advisor based in Rochester, New York, working with Lifemark Securities Corp. Frederic has previously held positions as an Independent Insurance Agent and at Lifemark Securities Corp. Frederic has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Frederic is part of Lifemark Securities Corp, which operates out of Rochester, New York. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West Metro Park
Rochester, NY 14623

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

NY Average: $7,464,549,021
Total Number of Employees

86

NY Average: 88
Total Number of Accounts

1,231

NY Average: 3,892
Average Account Size

$199,925

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Frederic Scarpulla Work History

2002 - Present (22 years)

Independent Insurance Agent

2002 - Present (22 years)

Lifemark Securities Corp

Disclosures

Please visit the SEC profile of Frederic Scarpulla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lifemark Securities Corp

David Iobst
Bear, DE
Alan Mcclure
Baton Rouge, LA
Camille Toschi
Rochester, NY
Cathy Cristman
Little Falls, NY
Brendan Schafer
Valparaiso, IN
Patrick Durst
Littleton, CO
Angelo Odore
Pearl River, NY
Bon Koo
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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