Matthew
Divita

Lincoln Investment

CRD#4184214
Investment Advisor
in Twinsburg, OH

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About this Advisor

Matthew Divita is a financial advisor based in Twinsburg, Ohio with a total of 11 years of industry experience. Divita is on the advisory team at Lincoln Investment. Their career trajectory has included roles at Capital Analysts Inc and Lincoln Investment. Divita holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Ohio. Lincoln Investment is a financial advisory company that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 financial advisors. It controls $15 billion in assets under management among its 200,217 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 200,217 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Lincoln Investment performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Lincoln Investment most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

2305 E. Aurora Road Suite A-3
Twinsburg, OH 44087

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

OH Average: 41
Total Number of Accounts

200,217

OH Average: 3,342
Average Account Size

$76,696

OH 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 Divita Work History

Matthew has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Lincoln Investment

2006 - Present (18 years)

Capital Analysts 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 Divita 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

Ian Gregg
North Palm Beach, FL
Michael Tracz
Rochester, NY
Angela Gelzine
Fort Washington, PA
Sage Bleakney
Tallahassee, FL
Janet Redding
Schaumburg, IL
Sebastiano Mancarella
Ashburn, VA
Bryan Alsbury
Renton, WA
Jose Madrigal
Lombard, IL

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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