UBS Financial Services
46yrs
Top advisor by experience in Rochester
20yrs
Based in Rochester, New York, Patrick Brown is a fiduciary financial advisor with 20 years of industry experience. Patrick has been with Lifemark Securities since 2020. 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.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors in New York
Office400 West Metro Park, Rochester, NY 14623
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.
Career
- 2020 – nowLifemark Securities Corp.Current firm
Contact Patrick
(585) 424-5672Lifemark Securities main office 400 West Metro ParkRochester, NY 14623Office · Get directions Firm websitewww.lifemark.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Lifemark Securities at (585) 424-5672 and ask for Patrick Brown. Patrick works from the Rochester, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 61% of advisors in New York.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Lifemark Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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.
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