Kevin Coscarelli
Kevin Coscarelli is a registered investment advisor at Lincoln Investment, based in Tarrytown, NY, with 4 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
520 White Plains Rd., Ste. 500, Tarrytown, NY, 10591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a partner at Total Koverage LLC, focusing on P&C sales, and an agent at Westchester Financial Partners, LLC, involved in insurance sales and service. He also owns KCMCSC LLC DBA MDC Insurance Services, acting as a broker for professional liability insurance, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
State Registrations8 states
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.