Alexei Casolari (CRD# 7091234) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 3 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Rochester, NY | Oct 2022 - Current | 1 |
| Lifemark Securities Corp. | Rochester, NY | Apr 2019 - Current | 5 |
| Student | Rochester, NY | Sep 2009 - Jun 2021 | 11 |
| Family First Federal Credit Union | Rochester, NY | Jan 2018 - Feb 2019 | 1 |
| State Farm- Dominic Agustini | Rochester, NY | Nov 2017 - Jan 2018 | < 1 |
| Guidos Pasta Villa | Rochester, NY | Sep 2014 - Sep 2017 | 3 |
| Tilt Entertainment Corp | Rochester, NY | Nov 2016 - Dec 2016 | < 1 |
| Sutherland | Rochester, NY | Oct 2016 - Oct 2016 | < 1 |
| College Club Beverages | Rochester, NY | Jun 2016 - Sep 2016 | < 1 |
| Sears Auto | Rochester, NY | Jan 2016 - May 2016 | < 1 |
| Long Pond Auto Body | Rochester, NY | Jun 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- NY
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
-
Average Account Value$199,925
- A percentage of assets under your management
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