Donald
Szewczyk

Lincoln Investment

CRD#4929765
Investment Advisor
in Pittsburgh, PA
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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

Disclosures

Yes

Office Location

30 Isabella Street Suite 204
Pittsburgh, PA 15212

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

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

1,279

PA Average: 41
Total Number of Accounts

139,067

PA Average: 3,342
Average Account Size

$64,993

PA 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

Donald Szewczyk Work History

Donald has 13 years of experience.

2005 - Present (14 years)

Lincoln Investment Planning, Inc

Disclosures

Donald Szewczyk has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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