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Mary Bernadette Lafemina

Investment adviser representative at East End Financial Group, Inc.
15 yearsExperience
1 stateRegistered in
$689.2MFirm assets
37 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Osaic Wealth, Inc.Oct 2024 to now
  2. East End Financial Group, Inc.Apr 2011 to now
  3. American Portfolios Financial Services, Inc.Apr 2011 to Oct 2024

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

East End Financial Group, Inc.

$689.2MAssets managed
360Clients
6Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4550976
Firm CRD
110584
Advisor's SEC record (opens in a new tab)
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