Holbrook, NY Office
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Lincoln Investment
Enterprise
Firm-wide stats for Lincoln Investment
About
Lincoln Investment Planning, LLC is a large, enterprise investment advisory and broker-dealer that works with a broad client mix — individual and high‑net‑worth investors, trusts, charities and corporate and ERISA retirement plans — and maintains a long history of serving educators and participants in 403(b) and 457(b) programs. Its offerings include financial planning, advisor‑led consulting, portfolio management through advisor‑managed and firm‑managed model portfolios, access to third‑party managers, and both wrap and non‑wrap platform options.
The firm’s investment work is driven by an in‑house Investment Management & Research (IM&R) team that constructs strategic model portfolios and operates dynamic, AIM (Adaptive Intelligence Model) strategies, while also employing Sub‑Advisers and overlay/third‑party managers as needed. Many client relationships remain advisor‑led and non‑discretionary or limited‑discretionary, with advisors using Lincoln’s platform tools, model portfolios and periodic reviews to tailor allocations to client objectives; Lincoln also acts as a fiduciary when providing ERISA/retirement advice.
Compared with many peers, Lincoln discloses a number of operational arrangements that are noteworthy: it serves as the introducing broker‑dealer on Pershing’s platform, designates specific sweep products (including Dreyfus money‑market and bank deposit sweeps) that generate firm revenue, and notes instances where it is deemed to have custody and undergoes surprise exams. The firm also highlights a layered delivery model — a large network of mostly independent advisors, an active IM&R team, and explicit co‑adviser/promoter relationships with third‑party managers — and discloses related fee‑sharing and platform‑level conflicts that it addresses through disclosure and supervision.
Based on Lincoln Investment
Expertise
Based on Lincoln Investment
Occupation focus
Based on Lincoln Investment
Location
Holbrook NY
Advisors at this office
3
Advisors at this office
Charles T
Series 63, Series 66
Holbrook, NY
Lincoln Investment
Charles Tamburello is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Lincoln Investment Planning Inc since 2010 and has taught at Hofstra University since 1983. Lincoln Investment Planning, LLC is a large, enterprise advisory and broker-dealer firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and fiduciary services for ERISA and retirement advice.
Vincent T
Series 66
Holbrook, NY
Lincoln Investment
Vincent Tamburello is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. He has worked at Lincoln Investment since 2023 and also serves as a discovery team member for The Campbell Law Group, P.A. Outside of advising, he is involved in a legal practice focusing on discovery work. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team that constructs strategic portfolios and offers both advisor-led and model-managed investment options.
Kenneth K
Series 66
Holbrook, NY
Lincoln Investment
Kenneth King Jr. is a financial advisor with Lincoln Investment, holding a Series 66 credential and eight years of industry experience. He previously worked at Pasternak Baum & Co., Ltd from 2016 to 2020 before joining Lincoln Investment in 2018. Outside of his advisory role, he owns Kenny King Consulting Inc., an S corporation focused on tax structuring and solo 401(k) plan services. Lincoln Investment Planning, LLC serves a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model strategies.
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