Matthew
Mullin

Lincoln Investment

CRD#6547668
Investment Advisor
in Getzville, NY

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About this Advisor

Matthew Mullin is an advisor whose office is in Getzville, New York. Currently a registered advisor at Lincoln Investment, they have accrued 10 years of work experience. Mullin holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Mullin is registered to serve investors in Pennsylvania. Throughout their career, Mullin has worked at Fastenal, Villa Maria College, Banchetti By Rizzo, Canisius College, Cardinal O'Hara Hs, Multisorb Technologies, Legend Equities Corporation, Legend Advisory Corporation and Lincoln Investment. Lincoln Investment is based out of Getzville, New York, and operates out of 401 offices in the country. In aggregate, Lincoln Investment oversees $13 billion in assets covering 168,783 accounts and retains more than 1,272 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 80,469 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

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

Disclosures

No

Office Location

2293 Millersport Highway
Getzville, NY 14068

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Lincoln Investment Brokerage Details

Total Assets Under Management

$12,981,125,729

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

1,272

NY Average: 41
Total Number of Accounts

168,783

NY Average: 3,342
Average Account Size

$76,910

NY Average: $4,737,880

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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

Matthew Mullin Work History

Matthew has 10 years of experience.

2017 - Present (5 years)

Lincoln Investment

2015 - 2015 (< 1 year)

Fastenal

2015 - 2017 (2 years)

Legend Equities Corporation

2015 - 2019 (4 years)

Legend Advisory Corporation

2014 - 2015 (1 year)

Villa Maria College

2014 - 2015 (1 year)

Cardinal O'Hara Hs

2013 - 2013 (< 1 year)

Multisorb Technologies

2011 - 2013 (2 years)

Canisius College

2010 - 2015 (5 years)

Banchetti By Rizzo

2010 - 2015 (5 years)

Canisius College

Disclosures

Matthew Mullin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Investment

Laura Leuter
Fort Washington, PA
John Hudson
Sugar Land, TX
Christopher Willoughby
Palm Beach Gardens, FL
Paul Dellamonica
Horsham, PA
Eric Dicken
Greenville, NC
Austin Vander Meer
Royal Oak, MI
Esther Miller-Smith
Bethlehem, PA
Jaclyn Cupito
Bohemia, NY

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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