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Robert Castellani

Lincoln Investment
37 Years of Experience
Horsham, PA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Castellani is a registered investment advisor at Lincoln Investment, based in Horsham, PA, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 1997
Customer Dispute
January 1997
Settled
Customer Dispute
April 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert has a broker appointment through Crump/Lloyds of London - Hanleigh Insurance, selling specialty high limit disability coverage, dedicating minimal time. He is also the sole owner/managing member of The Castellani Group, LLC, a DBA for Lincoln business, which takes nearly full-time hours.

Employment History
Current Registrations
Lincoln Investment
December 2017 - Present · 8 yrs 10 mos
Capital Analysts
December 2017 - Present · 8 yrs 10 mos
Lincoln InvestmentBroker
December 2017 - Present · 8 yrs 10 mos
Lincoln Investment
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Principal Securities, INC.Broker
October 2002 - December 2017 · 15 yrs 2 mos
Principal Securities, INC.
October 2002 - December 2017 · 15 yrs 2 mos
1717 Capital Management Company
September 2001 - October 2002 · 1 yr 1 mo
1717 Capital Management CompanyBroker
March 2001 - October 2002 · 1 yr 7 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - August 1998 · 2 mos
The Lincoln National Life Insurance CompanyBroker
June 1998 - August 1998 · 2 mos
1717 Capital Management CompanyBroker
September 1996 - February 1998 · 1 yr 5 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1993 - November 1996 · 3 yrs 1 mo
John Hancock Distributors, INC.Broker
October 1993 - November 1996 · 3 yrs 1 mo
Carillon Investments, INC.Broker
February 1990 - October 1993 · 3 yrs 8 mos
Equity Services, INC.Broker
October 1986 - February 1990 · 3 yrs 4 mos
Integrated Resources Equity CorporationBroker
April 1986 - October 1986 · 6 mos
Anchor National Financial Services, INC.Broker
November 1985 - May 1986 · 6 mos
State Registrations13 states
AZCADEFLMDMINCNJNVPASCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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