Donald Tiburzi (CRD# 1182716) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 39 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Getzville, NY | Jan 2017 - Current | 7 |
| Legend Advisory Corporation | Palm Bech Gardens, FL | Sep 2009 - Sep 2019 | 10 |
| Legend Equities Corporation | Amherst, NY | Feb 1994 - Jan 2017 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
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