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Theodore Kanakaris

Lincoln Investment
13 Years of Experience
Setauket, NY
1 DisclosureBroker
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Theodore Kanakaris is a registered investment advisor at Lincoln Investment, based in Setauket, NY, with 13 years of industry experience. Theodore 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
—
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Location

Setauket, NY

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History

Regulatory History (1)
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.
Financial
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Theodore is a managing member of Sandpiper Wealth LLC, a financial services/tax & accounting business, since January 2025. This is a DBA for a Lincoln business and takes minimal time.

Employment History
Current Registrations
Lincoln Investment
January 2025 - Present · 1 yr 9 mos
Lincoln InvestmentBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2024 - January 2025 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2024 - January 2025 · 10 mos
Northwestern Mutual Investment Services,llc
January 2014 - January 2022 · 8 yrs
Northwestern Mutual Investment Services, LLCBroker
November 2010 - January 2022 · 11 yrs 2 mos
State Registrations3 states
CONJNY
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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