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Advisors / New York / Amherst
32yrs

John Scioli

Financial advisor at Lincoln Investment

John Scioli has worked in the financial industry for 32 years and is a financial advisor based in Amherst, New York. John joined Lincoln Investment in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Lincoln Investment reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 258 advisors with offices in Amherst.

Amherst, NY 14228Top 14% by experience nationwide

At a glance

Experience32 years (since 1995)
How that compares ?Top 14% by experience nationwide
Office61 John Muir Dr. Suite. 100, Amherst, NY 14228
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state

Services through Lincoln Investment

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2022 – now
  2. 2021 – now
    Lincoln InvestmentCurrent firm

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Lincoln Investment at (215) 887-8111 and ask for John Scioli. John works from the Amherst, NY office.

How long has John been a financial advisor?

John has been in the industry since 1995, about 32 years. Top 14% by experience nationwide.

What licenses does John hold?

Series 63. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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