Nicholas
Delgaizo
Lifemark Securities Corp
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About this Advisor
Nicholas Delgaizo is a financial advisor based in Rochester, New York who has 2 years of relevant experience. Delgaizo is an employee of Lifemark Securities Corp. Their career trajectory has included roles at Student and Lifemark Securities Corp. Delgaizo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Lifemark Securities Corp is a firm based out of Rochester, NY. It has offices in 66 locations and a total of 70 employees. It controls $256 million in total assets among its 1,963 client accounts, making it one of the mid-sized firms in the nation by assets under management. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on the financial services. However, fee types billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Delgaizo Work History
Nicholas has been registered as a financial advisor for 2 years.*
Lifemark Securities Corp
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Delgaizo 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
North Canton, OH
Pearl River, NY
Rochester, NY
Pearl River, NY
Littleton, CO
Ocala, FL
Rochester, NY
New York, NY
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