Lincoln Investment

Investment Advisor
in Pittsburgh, PA
Are you Donald Szewczyk? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donald Szewczyk is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the advisory business for 13 years. Szewczyk is currently employed by Lincoln Investment. They have spent all of their employment at Lincoln Investment. Szewczyk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Lincoln Investment is a business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 427 locations and a total of 1,231 financial advisors. It manages $8 billion in assets across its 113,080 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 44 charitable organizations. Of its 113,080 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Lincoln Investment provides a diverse assortment 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 the financial services offered. Fees charged by Lincoln Investment may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

30 Isabella Street Suite 204
Pittsburgh, PA 15212

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Investment Brokerage Details

Total Assets Under Management


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


PA Average: 41
Total Number of Accounts


PA Average: 3,342
Average Account Size


PA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Donald Szewczyk Work History

Donald has 13 years of experience.

2005 - Present (14 years)

Lincoln Investment Planning, Inc


Donald Szewczyk has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started