Sandino Verrelli, financial advisor Beacon Falls CT
93 score

Sandino Verrelli

CRD Number: 3139939
Current Firm: Lifemark Securities Corp.

Sandino Verrelli (CRD# 3139939) is an Investment Advisor Representative working at Lifemark Securities Corp. in Beacon Falls, CT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Apple Gate Financial Group Beacon Falls, CT Jun 2011 - Current 5
Lifemark Securities Corp. Rochester, NY Jan 2011 - Current 5
Apple Gate Brokerage Beacon Falls, CT Jan 2008 - Current 8
Cadaret, Grant & Company, Inc. Stamford, CT Apr 2008 - Dec 2010 2
Invest Financial Corporation Tampa, FL Dec 2005 - Apr 2008 2
Booth Financial Norwalk, CT Jun 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for Sandino Verrelli
Phone Number: 585-424-5672
Firm Website: http://www.lifemark.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $99,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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