Robert Castellani
Investment adviser representative at Lincoln Investment
11 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Robert Castellani? 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
11 years in the industry.
- Lincoln InvestmentOct 2024 to now
- Bt Partners LLPAug 2023 to Aug 2024
- Rsm US LLPFeb 2022 to Aug 2023
- Ryan LLCSep 2020 to Feb 2022
- Pricewaterhousecoopers LLPJul 2015 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8002423
- Firm CRD
- 519