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Neil J. Glickman

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CRD#: 1015436
NG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Neil J Glickman, who also goes by Neil Jay Glickman, was a registered financial professional .

Neil is a previously registered financial professional and started their career in finance in 1982. Neil had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neil Jay Glickman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 2, 2017 - January 12, 2018

LIFEMARK SECURITIES CORP.

RIA
CRD#: 16204
Buffalo Grove, IL
Past

August 1, 2017 - August 1, 2017

LIFEMARK SECURITIES CORP.

RIA
CRD#: 16204
Buffalo Grove, IL
Past

August 1, 2017 - January 12, 2018

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
Buffalo Grove, IL
Past

December 22, 2010 - August 1, 2017

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
BUFFALO GROVE, IL
Past

November 11, 2010 - August 1, 2017

KOVACK SECURITIES INC.

BD
CRD#: 44848
Buffalo Grove, IL
Past

October 30, 2006 - October 26, 2010

EDWARD JONES

RIA
CRD#: 250
PALATINE, IL
Past

December 19, 2002 - October 26, 2010

EDWARD JONES

BD
CRD#: 250
PALATINE, IL
Past

October 31, 2002 - December 19, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

May 25, 2001 - October 14, 2002

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DEERFIELD, IL
Past

January 31, 2001 - October 14, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 15, 1999 - November 21, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 15, 1999 - November 21, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 8, 1993 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 8, 1993 - March 24, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

April 30, 1993 - October 6, 1993

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

March 25, 1982 - March 16, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

February 21, 1982 - March 16, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/7/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
400 West Metro Park, Rochester, NY 14623
Mailing Address
400 West Metro Park, Rochester, NY 14623
Phone number
(585) 424-5672
Established
New York since 04/04/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
88

SEC notice filing (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
KALINOWSKI, ANDREW JOSEPHVP / BOARD MEMBER/SECRETARY263409
MICCICHE, VINCENT JRTREASURER/ FINOP/PFO/POO702149
PRISCO, JAMES JOSEPHCHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER2653402
PRISCO, JAMES JOSEPHPRESIDENT / BOARD MEMBER2653402
GEORGIEV, ALEXANDRE JR.CCO OF THE RIA / DIRECTOR OF OPERATIONS5307830

Regulatory assets under management


Total Number of Accounts2,021
AUM (Assets Under Management)$ 461,475,636

Disclosures


Regulatory Event2
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LIFEMARK SECURITIES CORP.

CRD#: 16204

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