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Kathryn Lee Kuzo

Lincoln Investment

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About Kathryn Lee Kuzo

Kathryn Kuzo has been an active Registered Representative for over two decades. Kathryn began her career in the financial industry at Morgan Stanley DW Inc. in 1998. She has held roles with UBS Financial Services Inc. as well as with Thoreau Vet Hospital before joining Lincoln Investment in 2006. Kathryn is also a Registered Representative for Capital Analysts, a position she has held since 2015. Kathryn has a strong focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kathryn serves a diverse clientele including individuals, high-net-worth individuals, corporations and charitable organizations. Kathryn is also active in the community, serving as the director of Itty Bitty Kitty, Inc.

Firm Information

Kathryn Kuzo 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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Kathryn Kuzo’s Registration & Firm History

PA

04/07/2011 - Present

Lincoln Investment (BETHLEHEM PA)

NJ

01/06/2003 - 08/20/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

08/25/1998 - 12/16/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/02/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Lee Kuzo.
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