Sophia Quinn Greene

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

• 01/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2014 → 06/2017
  Full Time Student
  Oswego, NY
• 06/2018 → 08/2019
  Scriba Town Park
  Oswego, NY
• 06/2016 → 08/2017
  Colloca's Winery
  Oswego, NY
• 11/2017 → 12/2018
  Laker Swim Club
  Oswego, NY
• 04/2020 → 05/2021
  Subway
  Oswego, NY
• 06/2021 → 06/2022
  Fort Pool
  Oswego, NY
• 08/2021 → 12/2022
  Ywca
  Cortland, NY
• 01/2023 → 08/2023
  Homer School District
  Homer, NY
• 09/2018 → 06/2019
  St. Francis Commons
  Oswego, NY
• 12/2022 → 02/2023
  Oswego School District
  Oswego, NY
• 09/2023 → Present
  Wegmans
  Rochester, NY
• 06/2023 → 08/2023
  Full Time Travel
  Oswego, NY
• 08/2019 → 05/2023
  Suny Cortland
  Cortland, NY
• 01/2019 → 12/2020
  Ymca
  Oswego, NY

Other Businesses

WEGMANS POSITION: Accounting Office Employee NATURE: Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2023 ADDRESS: 3195 Monroe Ave, Rochester NY 14618, United States DESCRIPTION: Manage money, accounting duties MEGHAN SCHNEIBLE POSITION: Intern NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2020 ADDRESS: 100 Cross Keys Office Park, Suite 100, Fairport NY 14450, United States DESCRIPTION: Assist Meghan Schneible and learn to watch her help people save for retirement

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-22
• S63 Uniform Securities Agent State Law Examination
  2024-04-10

Other Names

• Sophia Greene