Ivy
Menchel

Lincoln Financial Advisors Corporation

CRD#2108172
Investment Advisor
in New York, NY
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About this Advisor

Ivy Menchel is a certified financial planner operating in New York, New York, who has been in the financial industry for 13 years. Menchel currently works for Lincoln Financial Advisors Corporation. They have spent their complete time as a financial advisor at Lincoln Financial Advisors Corporation. Menchel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New Jersey and Texas. Lincoln Financial Advisors Corporation is a financial advisory company headquartered in New York, New York. The firm has offices in 412 locations and a total of 2,080 financial advisors. It handles $20 billion in assets under management between its 63,280 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 68 charities and foundations. Of its 63,280 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets. Lincoln Financial Advisors Corporation offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely are based on which services the firm provides the client. Fees charged by Lincoln Financial Advisors Corporation most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

570 Lexington Avenue Suite 1600
New York, NY 10022

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

NY Average: $1,347,246,178
Total Number of Employees

1,995

NY Average: 46
Total Number of Accounts

73,971

NY Average: 1,775
Average Account Size

$301,270

NY Average: $759,012

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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
  • Educational seminars/workshops
  • Other

Ivy Menchel Work History

Ivy has 13 years of experience.

2005 - Present (14 years)

Lincoln Financial Advisors Corporation

Disclosures

Ivy Menchel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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