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Robert Steven Weissbein

Lincoln Investment

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About Robert Steven Weissbein

Robert Steven Weissbein is an active investment advisor representative. Robert has over 37 years of experience in the securities industry. Robert is currently registered with Lincoln Investment and Capital Analysts. Robert has a wide range of experience and offers a variety of services to clients, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Robert Weissbein 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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Robert Weissbein’s Registration & Firm History

FL

12/06/2023 - Present

Lincoln Investment (Naples FL)

FL

09/08/2022 - 12/18/2023

CETERA ADVISORS LLC (Naples FL)

FL

02/21/2014 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (Naples FL)

FL

12/21/2012 - 03/17/2014

CAPITAL GUARDIAN, LLC (COOPER CITY FL)

FL

02/12/2007 - 01/02/2013

NEWBRIDGE SECURITIES CORPORATION (DAVIE FL)

FL

01/13/2003 - 02/09/2007

UNITED SECURITIES ALLIANCE, INC. (PLANTATION FL)

NJ

06/25/2002 - 12/31/2002

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

NY

10/18/2001 - 07/11/2002

U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)

SC

01/18/1995 - 10/17/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

01/05/1993 - 12/09/1994

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

SD

01/30/1990 - 12/31/1991

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NA

03/01/1983 - 02/23/1988

THOMSON MCKINNON SECURITIES INC.

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Licenses & Designations

BC

Issued 03/07/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/1991

Series 3 - National Commodity Futures Examination

BC

Issued 08/02/1983

Series 15 - Foreign Currency Options Examination

BC

Issued 06/21/1983

Series 5 - Interest Rate Options Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Steven Weissbein.
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