AO
Angelo Odore
LIFEMARK SECURITIES
EAST NORTHPORT, NY
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CRD#: 2480191
AO
Professional summary
Angelo Odore is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in East Northport, New York.
Angelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Angelo has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / 18 CLAUDINE CT, EAST NORTHPORT, NY 11731 / SALES AND SERVICE OF LIFE, LTC, HEALTH AND FIXED ANNUITY INSURANCE PRODUCTS / START 12/01/2016 / 60 HRS/MO / 30 HRS/MO DURING TRADING HOURS. (2) MLL CONSULTING INC. / NOT INESTMENT RELATED / 18 CLAUDINE CT, EAST NORTHPORT, NY 11731 / CONSULTANT, COACH / START 03/01/2021 / 80 HRS/MO / 40 HRS/MO DURING TRADING HOURS / AGENCY AND F2F DISTRIBUTION BEST PRACTICES, PROFESSIONAL COACHING FOR IMPOROVED PERFORMANCE, PERFORMANCE METRICS DATABASE ANALYSIS AND APPLICATIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Angelo Odore's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Angelo Odore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2022 - Present
LIFEMARK SECURITIES CORP.
RIA
BD
CRD#: 16204
EAST NORTHPORT, NY
Current
January 3, 2022 - Present
LIFEMARK SECURITIES CORP.
Office #1: One Blue Hill Plaza #1509-75, Pearl River, NY 10965RIA
BD
CRD#: 16204
Pearl River, NY
Past
June 14, 2021 - December 31, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Melville, NY
Past
June 13, 2017 - December 31, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Melville, NY
Past
June 3, 2013 - May 15, 2017
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MELVILLE, NY
Past
February 20, 2006 - September 21, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SEATTLE, WA
Past
December 22, 1994 - January 9, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
December 22, 1994 - January 9, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(1/3/2022)
RR
Delaware(10/22/2025)
RR
Massachusetts(1/3/2022)
RR
New Jersey(1/3/2022)
RR
New York(1/3/2022)
IAR
New York(1/3/2022)
RR
Pennsylvania(1/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KALINOWSKI, ANDREW JOSEPH | VP / BOARD MEMBER/SECRETARY | 263409 |
| MICCICHE, VINCENT JR | TREASURER/ FINOP/PFO/POO | 702149 |
| PRISCO, JAMES JOSEPH | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | 2653402 |
| PRISCO, JAMES JOSEPH | PRESIDENT / BOARD MEMBER | 2653402 |
| GEORGIEV, ALEXANDRE JR. | CCO OF THE RIA / DIRECTOR OF OPERATIONS | 5307830 |
Regulatory assets under management
| Total Number of Accounts | 2,021 |
| AUM (Assets Under Management) | $ 461,475,636 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 3 |
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.
