Alexei Casolari
Investment adviser representative at Lifemark Securities Corp.
17 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
17 years in the industry.
- Independent Insurance AgentOct 2022 to now
- Lifemark Securities Corp.Apr 2019 to now
- Family First Federal Credit UnionJan 2018 to Feb 2019
- State Farm- Dominic AgustiniNov 2017 to Jan 2018
- Tilt Entertainment CorpNov 2016 to Dec 2016
- Guidos Pasta VillaSep 2014 to Sep 2017
- StudentSep 2009 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7091234
- Firm CRD
- 16204