Theodore Kanakaris

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

• 10/2010 → 12/2021
  Northwestern Mutual Investment Services Llc
  Melville, NY
• 11/2010 → 05/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → 05/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2017 → 12/2021
  Steven Abbass
  Melville, NY
• 08/2017 → 12/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2020 → 02/2023
  Stony Brook University
  Stony Brook, NY
• 02/2023 → 08/2023
  Faust Harrison Pianos
  White Plains, NY
• 08/2023 → Present
  Student
  Stony Brook, NY
• 02/2024 → 06/2024
  Robert Kilroy
  Melville, NY
• 03/2024 → 01/2025
  Northwestern Mutual Investment Services Llc
  Melville, NY
• 04/2024 → 06/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2024 → 01/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2024 → 01/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2024-04-11 → 2025-01-13
  Northwestern Mutual Investment Services, Llc
  Melville, NY
• 2014-01-09 → 2022-01-13
  Northwestern Mutual Investment Services, Llc
  Garden City, NY
  Melville, NY
  Garden City, NY
  Melville, NY

Other Businesses

SANDPIPER WEALTH LLC POSITION: Managing Member NATURE: Financial Services/Tax & Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2025 ADDRESS: 5 Carriage Lane, Setauket NY 11733, United States DESCRIPTION: DBA for Lincoln business. Flow through entity for tax/accounting purposes Sandpiper Strategy Inc. Position: Owner Nature: Marketing Services Investment Related: No Hours: 100 Securities Trading Hours: 4 Start Date: 1/1/2026 Address: 5 Carriage Lane Setauket, NY 11733 Description: support non-financial clients through marketing and consulting services. The work involves creating social media content, identifying prospects through psychographic data, and creating/executing on publishing schedules to drive sales revenue for the client.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-08
• S65 Uniform Investment Adviser Law Examination
  2013-11-26
• S63 Uniform Securities Agent State Law Examination
  2010-12-04

Other Names

• Tedd Kanakaris
• Theodore Jack Kanakaris