Charles Tamburello

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:

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-03-14
NY	RA	APPROVED	2021-03-25

FL RA
APPROVED

Since 2024-03-14
NY RA
APPROVED

Since 2021-03-25

Branch Locations

Holbrook, NY • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Pembroke Pines, FL • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-13

NY RA
APPROVED

Since 2021-05-13

Branch Locations

Holbrook, NY • United States

Pembroke Pines, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hofstra University	Hempsytead	NY	02/1983	Present
Lincoln Investment Planning Inc	Smithtown	NY	08/2010	Present

02/1983 → Present

Hofstra University

Hempsytead, NY
08/2010 → Present

Lincoln Investment Planning Inc

Smithtown, NY

Previous Registrations

2008-02-01 → 2010-08-12

Mm Ascend Life Investor Services, Llc

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Smithtown, NY

Other Businesses

CHARLES TAMBURELLO POSITION: The above property is owned by myself and I rent it to my son NATURE: Residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 02/26/2018 ADDRESS: 15560 NW 88 Avenue, Miami Lakes FL 33018, United States DESCRIPTION: As described above, I own the house and my son rents it from me. I do not maintain the home as all repairs and or improvements are made by my son at his expense. My duties are limited to monitoring the bank account, reviewing mortgage escrow reports and ensuring the rent is equal to all monthly expenses related to the home ownership.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-07
S63	Uniform Securities Agent State Law Examination	1990-01-10

S66 Uniform Combined State Law Examination

2007-09-07
S63 Uniform Securities Agent State Law Examination

1990-01-10

View on SEC IAPD