David Pensyl, financial advisor Sewickley PA

David Pensyl

CRD Number: 7075174
Current Firm: Lincoln Investment

David Pensyl (CRD# 7075174) is an Investment Advisor Representative working at Lincoln Investment in Sewickley, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Wexford, PA Jun 2019 - Current 3
Capstone Logistics, LLC Pittsburgh, PA Nov 2013 - Aug 2021 7
Citizens Securities, Inc. Bethel Park, PA Feb 2019 - Jun 2019 < 1
Citizens Bank Bethel Park, PA Dec 2018 - Jun 2019 < 1
Robert Morris University Moon Township, PA Jan 2016 - Dec 2018 2
Pittsburgh Technical Institute Oakdale, PA Sep 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for David Y. Pensyl
Phone Number: 215-887-8111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    17,732
    MILLIONS
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
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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