Unclaimed Profile

Stephen Thomas Mayhew

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania

SIE, Series 3, Series 7, Series 24, Series 63, Series 87, Series 99TOCFAClean record16 years registeredLINCOLN INVESTMENT PLANNING, LLC

601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 1557505Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Thomas Mayhew · FORT WASHINGTON, PA

Registration

CRD #1557505 · LINCOLN INVESTMENT PLANNING, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN INVESTMENT PLANNING, LLC

CAPITAL ANALYSTS

Jun 2012 – Aug 2025

WYNCOTE, PA

LINCOLN INVESTMENT

Jun 2012 – Aug 2025

Fort Washington, PA

CAPITAL ANALYSTS INCORPORATED

Sep 2009 – Jun 2012

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 87

Series 99TO

Registration record

First registered · September 2, 2009

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINCOLN INVESTMENT PLANNING, LLC

CRD 519 · SEC 801-14059

AUM

$17.2B

Regulatory assets under management

Employees

1,297

203,427 client accounts

Services offered by LINCOLN INVESTMENT PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LINCOLN INVESTMENT PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Thomas Mayhew offer?

Stephen Thomas Mayhew specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Thomas Mayhew's credentials?

Stephen Thomas Mayhew holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Thomas Mayhew located?

Stephen Thomas Mayhew is based in FORT WASHINGTON, Pennsylvania, last registered with LINCOLN INVESTMENT PLANNING, LLC.

How does Stephen Thomas Mayhew charge for services?

Stephen Thomas Mayhew's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN INVESTMENT PLANNING, LLC?

LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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