Unclaimed Profile

Bruce Allan Moar

LIFEMARK SECURITIES CORP.·ROCHESTER, New York

SIE, Series 4, Series 7, Series 8, Series 24, Series 63, Series 99TOClean recordLIFEMARK SECURITIES CORP.

400 WEST METRO FINANCIAL CENTER, ROCHESTER, NY 14623CRD# 705153Firm CRD# 16204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Allan Moar · ROCHESTER, NY

Registration

CRD #705153 · LIFEMARK SECURITIES CORP.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEMARK SECURITIES CORP.

CRD 16204 · SEC 801-68438

AUM

$246M

Regulatory assets under management

Employees

1,231 client accounts

Services offered by LIFEMARK SECURITIES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEMARK SECURITIES CORP. →

Introduction

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Frequently Asked Questions

What services does Bruce Allan Moar offer?

Bruce Allan Moar specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Bruce Allan Moar's credentials?

Bruce Allan Moar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Allan Moar located?

Bruce Allan Moar is based in ROCHESTER, New York, working with LIFEMARK SECURITIES CORP.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Bruce Allan Moar charge for services?

Bruce Allan Moar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEMARK SECURITIES CORP.?

LIFEMARK SECURITIES CORP. has approximately 86 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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