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Daniel Scott Koslosky

Lincoln Investment

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About Daniel Scott Koslosky

Daniel Koslosky is a financial professional with over three years of experience in the industry. Daniel currently holds a Series 7, Series 99, and SIE license. Daniel is registered with Lincoln Investment, a firm with approximately $17,218,143,141 in assets under management. The firm provides financial planning and portfolio management for businesses and individuals. Lincoln Investment has a total of 203,427 accounts, including 83,897 discretionary accounts and 119,530 non-discretionary accounts. Daniel's previous experience includes working with Pershing LLC.

Firm Information

Daniel Koslosky is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Koslosky’s Registration & Firm History

PA

05/03/2018 - Present

Lincoln Investment (Fort Washington PA)

PA

05/12/2011 - 09/29/2014

PERSHING LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2018

Series 99 - Operations Professional Examination

BC

Issued 05/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Scott Koslosky.
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