Mary B. Lafemina

EAST END FINANCIAL GROUP

Riverhead, NY 11901

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CRD#: 4550976

Professional summary

Mary Bernadette Lafemina, who also goes by Mary Bernadette Mckeown, is a registered financial advisor currently at EAST END FINANCIAL GROUP, INC. located in Riverhead, New York and OSAIC WEALTH, INC. located in Riverhead, New York.

Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mary has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Bernadette Mckeown

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. Mary B. LaFemina is dually-registered as an investment advisor representative ("IAR") with East End Financial Group, Inc. ("EEFG") and as a registered representative ("RR") with American Portfolios Financial Services, Inc. ("APFS"). Ms. LaFemina spends approximately 90% of her business time providing services through EEFG and the the balance with APFS. Ms. LaFemina is a licensed insurance agent through Kosinski Associates, Inc. ("KAI"), Non-Investment Related. 2. EAST END FINANCIAL GROUP, INC. POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/01/2024 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: Meet with Client, review portfolios, goals and objectives. Invest Assets 3. KOSINSKI ASSOCIATES, INC. POSITION: Operations NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 136 START DATE: 04/11/2011 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: Operations for the investment brokerage portion of business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Bernadette Lafemina's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 2, 2024 - Present

EAST END FINANCIAL GROUP, INC.

Office #1: 318 Roanoke Ave, Riverhead, NY 11901

RIA

CRD#: 110584

Riverhead, NY

Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 318 Roanoke Avenue, Riverhead, NY 11901

RIA

CRD#: 23131

RIVERHEAD, NY

Past

May 6, 2011 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

RIVERHEAD, NY

Past

January 28, 2011 - February 15, 2011

STONEX SECURITIES INC.

CRD#: 18456

BIRMINGHAM, AL

Past

May 15, 2007 - January 6, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

RIVERHEAD, NY

Past

July 16, 2002 - April 23, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

RIVERHEAD, NY

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".

EAST END FINANCIAL GROUP, INC.

EAST END FINANCIAL GROUP, INC. | KOSINSKI ASSOCIATES INC

CRD#: 110584 / SEC#: 801-34431

RIA

Registered Investment Advisory firm - (5/15/1989 Approved)

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.

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

IAR

New York
(1/2/2024)

New York
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EAST END FINANCIAL GROUP, INC.

EAST END FINANCIAL GROUP, INC. | KOSINSKI ASSOCIATES INC

CRD#: 110584 / SEC#: 801-34431

RIA

Registered Investment Advisory firm - (5/15/1989 Approved)

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Contact information

Main Address

318 Roanoke Ave, Riverhead, NY 11901

Mailing Address

Phone number

(631) 727-8111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EEFG DISCLOSURE BROCHURE AND SUPPLEMENTS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	341
AUM (Assets Under Management)	$ 579,190,476

Red Flags

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Mary B. Lafemina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Bernadette Lafemina's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

STONEX SECURITIES INC.

NEXT FINANCIAL GROUP, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

EAST END FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2002

FINRA

Current Firm

EAST END FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAST END FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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