Nosuris, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,000,000
Clients
190
Advisors
2
of 2 employees
About
Nosuris, Inc. provides investment advisory services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, offering portfolio management, financial planning, selection of other advisers, and pension consulting services. The firm reports about $95 million in assets under management, with roughly $60 million in non‑discretionary accounts and $35 million managed on a discretionary basis.
The firm delivers individualized advice and ongoing monitoring, implementing strategies through customized portfolios, model portfolios, and third‑party managers and wrap programs (including AssetMark, Betterment, and SEI), and rebalances portfolios as market or client circumstances change. It discloses and offers SRI/ESG considerations and cryptocurrency exposure among available strategies, and it acknowledges fiduciary duties when advising retirement accounts.
Compared with many independent advisers, the firm’s principal maintains outside registrations and affiliations: registered representative status with a broker‑dealer and active roles in an insurance agency, and supervised persons may earn commission‑based compensation separate from advisory fees. The brochure highlights pension consulting and participant education as a substantive practice area and describes procedures to disclose and mitigate conflicts of interest arising from the broker‑dealer and insurance relationships.
Client services
Expertise
Fee options
Financial planning fixed fees generally range between $2,500 and $25,000; fees are negotiable depending on complexity and scope.
$0 - $1,000,000: 1.5% $1,000,001+: 1.0%
Commission-based compensation possible as registered representatives earn commissions on securities and insurance products separate from advisory fees.
$500 per hour for single subject financial planning and pension consulting services; negotiable.
Account minimum: $250,000
Main office
700 Merrick Road
Lynbrook NY 11563-2327
Advisors at this office
2
Most active in
California · New York · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark D
ChFC®, Series 63, Series 66
Lynbrook, NY
Nosuris, Inc.
Mark Dorfman is a financial advisor at Nosuris, Inc. with 40 years of industry experience. He holds the ChFC® designation and has worked at several firms including Oberlander Dorfman Inc. since 1988 and APW Capital, Inc. since 2009. Outside of advisory services, he serves as a continuing education instructor and exam proctor for insurance professionals and is involved in insurance wholesale brokerage. Nosuris, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $95 million in assets. The firm offers personalized portfolio management and financial planning, incorporating strategies that include customized portfolios, third-party managers, SRI/ESG considerations, and cryptocurrency exposure.
Julian S
Series 65
Lynbrook, NY
Nosuris, Inc.
Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.
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