Edwin Marston, financial advisor Pearl River NY

Edwin Marston

CRD Number: 866155
Current Firm: Lifemark Securities Corp.

Edwin Marston (CRD# 866155) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Marston Financial Services Belfast, ME Oct 1982 - Current 41
Foresters Equity Services, Inc. Belfast, ME Oct 2013 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Feb 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edwin L. Marston
Phone Number: 585-424-5672
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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