Matthew
Voliva

Lincoln Investment

CRD#5908426
Investment Advisor
in Iselin, NJ

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About this Advisor

Matthew Voliva is a financial advisor working out of Iselin, New Jersey, who has 10 years of relevant experience. Voliva currently works for Lincoln Investment. They have been with Lincoln Investment for all of their career. Voliva has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Lincoln Investment is a financial advisory business headquartered in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 people on staff. It handles $15 billion in assets under management across its 200,217 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Lincoln Investment provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on the financial services. Fee types billed by Lincoln Investment can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

485C Route 1 South Suite 100
Iselin, NJ 08830

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

NJ Average: $15,833,994,310
Total Number of Employees

1,294

NJ Average: 41
Total Number of Accounts

200,217

NJ Average: 3,342
Average Account Size

$76,696

NJ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Voliva Work History

Matthew has been registered as a financial advisor for 10 years.*

2011 - Present (13 years)

Lincoln Investment Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Voliva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Austin Vander Meer
Royal Oak, MI
Sage Bleakney
Tallahassee, FL
Michael Croker
North Palm Beach, FL
John Laurito
Fort Washington, PA
Gabriel Macias
Stevensville, MI
Bryan Alsbury
Renton, WA
Clayton Thompson
Jacksonville, FL
Jordan Jackson
Iselin, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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