Daniel John Obrien
Financial advisor at Lincoln Investment
Last updated 2026-10-10
Claim your profileDaniel John Obrien is a financial advisor at Lincoln Investment, CRD 5157305. Licenses and exams on the registration: Series 66. IAPD registration began 2009-02-24.
Registration
- CRD number
- 5157305
- Registration status
- Active
- IAPD registration
- 2009-02-24
- Industry Experience
- 17 years
- Work Experience
- 15 years
- States registered
- OH, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2011-08 to Present · Capital Analysts · Cincinnati, OH
- 2011-08 to Present · Capital Advisors, Ltd., LLC · Shaker Heights, OH
- 2012-06 to Present · Lincoln Investment · Shaker Heights, OH
Current employment
- Lincoln Investment · Fort Washington, PA
- Capital Advisors, Ltd., LLC · Shaker Heights, OH
- Capital Analysts · Fort Washington, PA
Lincoln Investment
- Regulatory AUM
- $21,994,851,422
- Registered advisors
- 904
- Offices
- 517
- Clients per advisor
- 153.1 (High)
- Average AUM per client
- $159K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Lincoln Investment: advisors, services and reported ETF investments
About
Daniel John Obrien is a CFP® financial advisor at Lincoln Investment. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 15 years of reported work history.
SEC disclosures list additional business and community activities: Capital Advisors Ltd.
Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Lincoln Investment on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
- Phone: 215-887-8111
- Website: gaborfs.com
Official record
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