Daniel Auriemma
Investment adviser representative at Lincoln Investment
36 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Daniel Auriemma? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Lincoln InvestmentMar 2021 to now
- Lincoln Investment Planning, Inc.May 2000 to now
- B.D.C.E.S. Nassau TechFeb 1991 to Jun 2022
- Nassau BocesFeb 1990 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4200704
- Firm CRD
- 519