Landmark Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 158693
- SEC number
- 801-80788
- Firm type
- RIA
- Assets under management
- $442.0M as of Jun 25, 2026
- Website
- twitter.com/LONGISLANDRIA ↗
- Phone
- 888-342-6436
- Address
- 95 Broadhollow Road, Suite 102, Melville, NY, 11747
Advisors at this firm
6 in our index · page 1 of 1
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Aaron James BelletskyCRD 7805603 · Melville, NYIA Registered
-
Brian Robert CohenCRD 1435347 · Melville, NYIA Registered
-
Christopher Norman CongemaCRD 2590933 · Melville, NYIA Registered
-
Joseph Michael FavoritoCRD 2942891 · Melville, NYIA RegisteredDisclosure event(s) on record
-
Stuart Scott LempertCRD 2079254 · Melville, NYIA RegisteredRegistration inactive
-
James Julian MillingtonCRD 3118122 · Melville, NYIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 158693 ↗
FINRA BrokerCheck record for firm CRD 158693 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.