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Michael Thomas Gilmartin

Lifemark Securities Corp.

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About Michael Thomas Gilmartin

Michael Gilmartin is a financial advisor with over 13 years of experience in the financial services industry. Michael is currently registered with Lifemark Securities Corp. in Palm Harbor, Florida, and also has previous experience with J.W. COLE FINANCIAL, INC., J.P. TURNER & COMPANY, L.L.C., GUNNALLEN FINANCIAL, INC, BB&T INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY DW INC.

Firm Information

Michael Gilmartin 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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Michael Gilmartin’s Registration & Firm History

FL

01/03/2019 - Present

Lifemark Securities Corp. (Palm Harbor FL)

FL

04/01/2010 - 01/10/2019

J.W. COLE FINANCIAL, INC. (Palm Harbor FL)

FL

03/25/2010 - 04/01/2010

J.P. TURNER & COMPANY, L.L.C. (TAMPA FL)

FL

05/22/2009 - 03/29/2010

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

05/24/2007 - 05/21/2009

BB&T INVESTMENT SERVICES, INC. (PALM HARBOR FL)

FL

10/05/2006 - 05/15/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)

NY

09/14/2005 - 05/24/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Thomas Gilmartin.
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