Brian Trost

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

• 06/2016 → 01/2025
  Lincoln Financial Network Corporation
  Philadelphia, PA
• 01/2025 → 03/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → 03/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2025-01-24 → 2025-04-01
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2016-06-03 → 2025-01-24
  Osaic Fs, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2007-10-15 → 2014-11-24
  Bny Mellon Advisors, Inc.
  New York, NY

Other Businesses

Name: Sons of American Legion - Henry H Houston 2nd Post 3; Investment Related: No; Address: 6600 Ridge Ave., Philadelphia, PA 19128; Nature: Veterans Organization; Title: Adjutant for Sons detachment; Start: 9/1/2018; 4; 0; Duties: Assist with membership card processing and meeting minutes.;

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11