Michael Thomas Gilmartin
Investment adviser representative at Lifemark Securities Corp.
16 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 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
Experience
16 years in the industry.
- Lifemark Securities Corp.Jan 2019 to now
- dba: Gilmartin Financial ServicesMay 2010 to now
- J.W. Cole Financial, Inc.Apr 2010 to Jan 2019
- Jonathan Roberts Advisory Group, Inc.Apr 2010 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lifemark Securities Corp.
$424.9MAssets managed
1,053Clients
77Advisers
18 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
- 4975704
- Firm CRD
- 16204