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Stephen Vito Manzo

Lincoln Investment

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About Stephen Vito Manzo

Stephen Vito Manzo is a registered representative with Lincoln Investment. Stephen has been in the industry for 32 years, specializing in providing financial planning, portfolio management for individuals and businesses, and selecting other advisors. Stephen is registered in Florida, Massachusetts and Pennsylvania.

Firm Information

Stephen Manzo 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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Stephen Manzo’s Registration & Firm History

PA

04/03/2018 - Present

Lincoln Investment (Fort Washington PA)

PA

11/20/2012 - 05/11/2016

VALDES & MORENO, INC. (Fort Washington PA)

PA

05/24/2011 - 01/02/2013

DAUTRICH, SEILER FINANCIAL SERVICES, INC. (FORT WASHINGTON PA)

PA

04/19/2010 - 05/23/2011

FIRST MIDWEST SECURITIES, INC. (WAYNE PA)

PA

10/27/2009 - 04/20/2010

JHS CAPITAL ADVISORS, INC. (WAYNE PA)

PA

07/06/2004 - 11/02/2009

RADNOR RESEARCH & TRADING COMPANY, LLC (RADNOR PA)

PA

01/26/1995 - 07/13/2004

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

NA

11/23/1993 - 04/19/1994

FOLEY MUFSON HOWE & COMPANY

NC

08/09/1989 - 07/01/1991

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NA

06/21/1988 - 10/03/1989

BUTCHER & SINGER INC.

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Licenses & Designations

BOTH

Issued 03/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Vito Manzo.
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