Nancy
Torres-Esposito

Lifemark Securities Corp

CRD#5197697
Investment Advisor
in Pearl River, NY

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About this Advisor

Nancy Torres-Esposito is a financial advisor based in Pearl River, New York, working with Lifemark Securities Corp. Nancy has previously held positions at Metlife Securities, Mml Investors Services, LLC, Massmutual Life Insurance Co, Lifemark Securities Corp, Independent Insurance Agent, and Platinum Worksite Group Benefits, LTD. Nancy has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Nancy is part of Lifemark Securities Corp, which operates out of Pearl River, New York. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million and offers services including 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

One Blue Hill Plaza #1509-75
Pearl River, NY 10965

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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

Nancy Torres-Esposito Work History

2024 - Present (1 year)

Lifemark Securities Corp

2024 - Present (1 year)

Independent Insurance Agent

2019 - Present (6 years)

Platinum Worksite Group Benefits, LTD

2016 - Present (9 years)

Massmutual Life Insurance Co

2017 - 2024 (7 years)

Mml Investors Services, LLC

2006 - 2017 (11 years)

Metlife Securities

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nancy Torres-Esposito 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

Alan Mcclure
Baton Rouge, LA
Cathy Cristman
Little Falls, NY
David Iobst
Bear, DE
Camille Toschi
Rochester, NY
Brendan Schafer
Valparaiso, IN
Patrick Durst
Littleton, CO
Bon Koo
Rochester, NY
Angelo Odore
Pearl River, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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