Kyle William Salvitti
Investment adviser representative at Lincoln Investment
12 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
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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
12 years in the industry.
- Lincoln InvestmentJul 2022 to now
- Encompass Wealth & Legacy Planning, LLCApr 2022 to now
- Benchmark Appraisal GroupFeb 2021 to now
- Sparks Capital Management, LLCFeb 2021 to Jul 2022
- Kyle Salvitti Sole-proprietorJan 2021 to Mar 2021
- Lincoln InvestmentJun 2018 to Feb 2021
- JPMorgan Chase & CoJun 2017 to Aug 2017
- Penn State UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6965572
- Firm CRD
- 519