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Robert John Kosty

Lifemark Securities Corp.

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About Robert John Kosty

Robert John Kosty is an investment professional with 18 years of experience in the financial services industry. Robert is currently registered with Lifemark Securities Corp. in Florida and Texas. Robert's previous employers include Foresters Equity Services, Inc., Trustmont Financial Group, Inc., and Lincoln Financial Securities Corporation. Robert holds Series 6, 62, 63, and 65 licenses as well as the SIE exam. Robert also has a background in insurance, as an independent insurance agent.

Firm Information

Robert Kosty 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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Robert Kosty’s Registration & Firm History

FL

10/28/2018 - Present

Lifemark Securities Corp. (Hernando FL)

CA

07/01/2013 - 10/29/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MA

04/23/2009 - 06/25/2013

TRUSTMONT FINANCIAL GROUP, INC. (DANVERS MA)

MA

01/03/2006 - 03/13/2009

LINCOLN FINANCIAL SECURITIES CORPORATION (DANVERS MA)

MA

10/20/2000 - 01/05/2006

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

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Licenses & Designations

IA

Issued 06/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2001

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Kosty.
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