Sidney
Kaufman
Lincoln Investment
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About this Advisor
Sidney Kaufman is a financial advisor based in New York, New York, working with Lincoln Investment. Sidney has previously held positions as a self-employed accountant and at Lincoln Investment. Sidney has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Sidney is part of Lincoln Investment, which operates out of New York, New York. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Sidney Kaufman Work History
Lincoln Investment
Self Employed Accountant
Disclosures
Please visit the SEC profile of Sidney Kaufman 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
Broken Arrow, OK
Glendora, CA
Fort Washington, PA
Lutz, FL
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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