Kevin Coscarelli

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 05/2021
  Pruco Securities, Llc
  Flushing, NY
• 09/2014 → 04/2021
  Ss&C Technologies
  New York, NY
• 10/2021 → 07/2024
  Cadaret, Grant & Co., Inc.
  Tarrytown, NY
• 06/2021 → Present
  Total Koverage Llc
  Tarrytown, NY
• 07/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 03/2024 → Present
  Kcmcsc Llc
  New Hyde Park, NY
• 01/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Other Businesses

TOTAL KOVERAGE LLC POSITION: Partner NATURE: P&C Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2021 ADDRESS: PO Box 270335, Glen Road NY 11545, United States DESCRIPTION: general liability P&C sales WESTCHESTER FINANCIAL PARTNERS, LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2022 ADDRESS: 1979 Marcus Ave, Suite 210, Lake Success NY 11042, United States DESCRIPTION: Insurance sales and service. KCMCSC LLC DBA MDC INSURANCE SERVICES POSITION: Owner of LLC NATURE: Professional & Management Liability Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 42 Tenafly Drive, New Hyde Park NY 11040, United States DESCRIPTION: I act as a broker for my clients who want professional liability insurance

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23
• S63 Uniform Securities Agent State Law Examination
  2022-01-24