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Advisors / New York / South Hempstead
15yrs

David Baum

Full name on record: David Alan Baum

Financial advisor at Lifemark Securities

David Baum is a financial advisor in South Hempstead, New York, with 15 years in the industry. David joined Lifemark Securities in 2023, after two years at Pruco Securities. Lifemark Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

South Hempstead, NY
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At a glance

Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in New York
OfficeSouth Hempstead, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$403,551
Advisors at the firm77
States licensed ?1 state

Services through Lifemark Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2023 – now
  2. Jun 2021 – Jan 2023
    Pruco Securities, LLC.Previously

Contact David

(585) 424-5672Firm headquarters in Rochester, NY. Ask for David. South Hempstead, NYOffice · Get directions Firm websitewww.lifemark.com

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Questions to ask David

Tailored to David’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Lifemark Securities at (585) 424-5672 and ask for David Baum. David works from the South Hempstead, NY office.

How long has David been a financial advisor?

David has been in the industry since 2011, about 15 years. More experience than 51% of advisors in New York.

What licenses does David hold?

Series 63. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is David paid?

Lifemark Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.