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Thomas Monico

Lincoln International LLC

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About Thomas Monico

Thomas Monico is a financial professional with over 14 years of experience in the industry. Thomas is currently registered with Lincoln International LLC. Thomas has a broad range of experience in the industry, holding a Series 7, Series 63, Series 79TO, and SIE. Thomas holds registrations in California, Georgia, Illinois, New York, Ohio and Texas. Prior to joining Lincoln International LLC, Thomas worked at KeyBanc Capital Markets Inc. in Cleveland, Ohio.

Firm Information

Thomas Monico is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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Thomas Monico’s Registration & Firm History

IL

07/15/2024 - Present

Lincoln International LLC (CHICAGO IL)

OH

12/23/2008 - 07/23/2024

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 01/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Monico.
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