Lincoln Adrian Dacosta

Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2012 → 11/2017
  J.P. Morgan Securities Llc
  New York, NY
• 11/2017 → 03/2025
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY
• 03/2025 → Present
  Innovative Family Office Llc
  Freeport, NY
• 05/2026 → Present
  Innovative Private Wealth Management Inc.
  Freeport, NY

Previous Registrations

• 2025-03-05 → 2026-08-26
  Innovative Family Office Llc
  Freeport, NY
  Somers, NY
• 2017-11-03 → 2025-03-11
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY
  Bohemia, NY
  Melville, NY
• 2012-10-01 → 2017-11-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
• 2008-01-23 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) NOTARY, NON-INVESMENT-RELATED, STATE OF NEW YORK, START 11/8/2006, 1 HOUR PER MONTH, 0 DURING TRADING, NOTARIZE DOCUMENTS. 2) RIVERSIDE ADVISORY GROUP, INC, INVESTMENT-RELATED, MELVILLE, NY, 100% OWNERSHIP, START DATE 3/16/2020, 150 HRS PER MONTH, 140 HRS DURING TRADING, FINET PRACTICE. 3) WALLDAC CONSULTING GROUP, LLC; INVESTMENT-RELATED; MELVILLE,NY; 50% OWNERSHIP; START DATE 06/01/2020; SUPPORTS THE FINET PRACTICE. 4) RIVERSIDE ADVISORY GROUP INC.; NON-INVESTMENT-RELATED; 630 S. BAYVIEW AVENUE, FREEPORT, NY 11520; PAYROLL AND BENEFITS FOR EMPLOYEES; PRESIDENT; 12/2017; LESS THAN 1 HOUR PER MONTH AND DURING SECURITIES TRADING HOURS; PROVIDE FUNDS TO PAY FOR PAYROLL AND BENEFITS FOR ANY EMPLOYEE, IF ANY, THAT SUPPORTS THE BUSINESS OF ADVISORY. 5) Innovative Private Wealth Management, Inc.; Investment Related; Melville, New York; RIA; Investment Adviser Representative; Start Date: 05/2026; 160 Hours per month; 160 Hours per month during securities trading hours; Financial Advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-18
• S63 Uniform Securities Agent State Law Examination
  1997-06-17

Other Names

• Lincoln Adrian Decosta