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Gerald Anthony Skrzycki

Lifemark Securities Corp.

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About Gerald Anthony Skrzycki

Gerald Anthony Skrzycki is a financial advisor with over 30 years of experience. Gerald is registered with Lifemark Securities Corp. and has been actively involved in the securities industry since 1991. Gerald is a Chartered Financial Consultant and has held multiple licenses and certifications, including Series 6, 63, and 65. In addition to his current role with Lifemark Securities Corp., Gerald has also worked at Multi-Financial Securities Corporation and Brokers International Financial Services. Gerald primarily focuses on individual investors and providing financial planning and portfolio management services.

Firm Information

Gerald Skrzycki is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerald Skrzycki’s Registration & Firm History

MI

09/19/2022 - Present

Lifemark Securities Corp. (Trenton MI)

MI

05/14/2007 - 09/21/2022

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (TRENTON MI)

MI

07/29/1998 - 03/02/2007

MULTI-FINANCIAL SECURITIES CORPORATION (NEW BOSTON MI)

TX

07/25/1991 - 08/11/1998

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gerald Anthony Skrzycki. Review regulatory record here.
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