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Elijah James Vottero

Lincoln Investment

Fort Washington, PA

CRD 7055549

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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:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-01-14
  • KS RA
    APPROVED
    Since 2022-01-14

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 12/2018 Present
Ditech Home Loans Fort Washington PA 10/2017 12/2018
Discover Financial Services New Castle DE 11/2014 10/2017
  • 12/2018 → Present
    Lincoln Investment
    Fort Washington, PA
  • 10/2017 → 12/2018
    Ditech Home Loans
    Fort Washington, PA
  • 11/2014 → 10/2017
    Discover Financial Services
    New Castle, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-05
  • S66 Uniform Combined State Law Examination
    2022-01-05
Other Names
  • Elijah Vottero

View on SEC IAPD

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