Landmark Wealth Management, LLC

Landmark Wealth Management, LLC (CRD# 158693) is a financial advisory firm headquartered in Melville, NY. They manage $252,619,290 in 702 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
95 Broadhollow Road, Suite 102, Melville, NY 11747
https://www.youtube.com/channel/ucsua8zxyejf2we882qz-7la/featured
By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $359,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Landmark Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Millington, financial advisor Melville NY
James J. Millington
CRD#: 3118122
95 Broadhollow Road, Suite 102, Melville, NY 11747

James Millington (CRD# 3118122) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has over 25 years of experience in the finance industry.

2
Aaron Belletsky, financial advisor Melville NY
Aaron J. Belletsky
CRD#: 7805603
95 Broadhollow Road, Suite 102, Melville, NY 11747

Aaron Belletsky (CRD# 7805603) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has 1 year of experience in the finance industry.

3
Brian Cohen, financial advisor Melville NY
Brian R. Cohen
CRD#: 1435347
95 Broadhollow Road, Suite 102, Melville, NY 11747

Brian Cohen (CRD# 1435347) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has over 33 years of experience in the finance industry.

4
Christopher Congema, financial advisor Melville NY
Christopher N. Congema
CRD#: 2590933
95 Broadhollow Road, Suite 102, Melville, NY 11747

Christopher Congema (CRD# 2590933) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has over 29 years of experience in the finance industry.

5
Joseph Favorito, financial advisor Melville NY
Joseph M. Favorito
CRD#: 2942891
95 Broadhollow Road, Suite 102, Melville, NY 11747

Joseph Favorito (CRD# 2942891) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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