Corey Lamont Sneed

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 10/2014 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Fairfield, CT

Previous Registrations

• 2014-10-13 → 2019-10-04
  Legend Advisory, Llc
  Fairfield, CT
  Palm Beach Gardens, FL
• 2012-05-04 → 2014-10-10
  Park Avenue Securities Llc
  Westport, CT
  Farmington, CT
  Westport, CT
  North Haven, CT
  Farmington, CT
  Westport, CT
• 2011-01-12 → 2012-03-16
  Pruco Securities, Llc.
  White Plains, NY
  Shelton, CT
• 2008-06-20 → 2010-12-16
  Citigroup Global Markets Inc.
  Bridgeport, CT
• 2007-02-23 → 2008-05-08
  People'S Securities, Inc.
  Stamford, CT
• 2005-06-14 → 2006-12-05
  Banc Of America Investment Services, Inc.
  Stamford, CT
  Stamford, CT
• 2004-04-30 → 2005-05-04
  Chase Investment Services Corp.
  New York, NY
• 2003-11-14 → 2004-03-15
  Tower Square Securities, Inc.
  Hartford, CT

Other Businesses

CATALYST CT POSITION: Executive Committee & Board Chairman NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2004 ADDRESS: 2470 Fairfield Avenue, Bridgeport CT 06605, United States DESCRIPTION: I am required to meet and discuss matters of the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-23
• S63 Uniform Securities Agent State Law Examination
  2000-11-20

Other Names

• Corey L. Sneed