Adviser and broker representative · Lincoln Investment
Donal C. McGuire
CRD 2233911 · Newtown Square, PA
At a glance
Donal C. McGuire is an investment adviser representative with Lincoln Investment in Newtown Square, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donal’s SEC record dates to 2011, about 15 years ago. Donal is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince June 2011Newtown Square, PA · $22B in regulatory assets
- Capital AnalystsSince February 2015Newtown Square, PA · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Donal’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.