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Cristoforo Caccavale

Investment adviser representative at Lincoln Investment
19 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

19 years in the industry.

  1. Lincoln InvestmentJul 2026 to now
  2. UnemployedJan 2026 to Jul 2026
  3. GogovMay 2025 to Jan 2026
  4. Stony Brook MedicineOct 2021 to May 2025
  5. IntellishiftApr 2020 to Oct 2021
  6. Brookhaven National LaboratoryAug 2007 to Apr 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8275728
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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