Sandino VerrelliCRD 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.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Ameriprise Financial Services, Inc.
|Apple Gate Financial Group||Beacon Falls, CT||Jun 2011 - Current||5|
|Lifemark Securities Corp.||Rochester, NY||Jan 2011 - Current||6|
|Apple Gate Brokerage||Beacon Falls, CT||Jan 2008 - Current||9|
|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|
Total Assets Under Management33MILLIONS
Total Number of Accounts326ACCOUNTS
Average Account Value$99,951
- A percentage of assets under your management
- Financial planning services
- Selection of other advisers (including private fund managers)
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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