Marc Panaro, financial advisor Amherst NY

Marc Panaro

CRD Number: 2825966
Current Firm: Lincoln Investment

Marc Panaro (CRD# 2825966) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 25 years of experience in the finance industry. Marc Panaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Getzville, NY Jan 2017 - Current 7
Legend Advisory Corporation Palm Beach Gardens, FL Jul 2011 - Sep 2019 8
Legend Equities Corporation Palm Beach Gardens, FL Feb 2003 - Jan 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Marc A. Panaro
Phone Number: 215-887-8111
Registered State(s):
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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