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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
NY RA APPROVED 2025-05-12
  • NY RA
    APPROVED
    Since 2025-05-12

Branch Locations

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

Mount Sinai, NY • 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
Sayville Public Schools West Sayville NY 09/2019 Present
Hofstra University Hempstead NY 08/2016 05/2019
Stony Brook University Stony Brook NY 01/2023 Present
South Country School District Brookhaven NY 05/2019 06/2019
Pure Barre Miller Place NY 07/2018 09/2019
Eyecare Unlimited Coram NY 05/2017 08/2019
Lincoln Investment Fort Washington PA 04/2025 Present
  • 09/2019 → Present
    Sayville Public Schools
    West Sayville, NY
  • 08/2016 → 05/2019
    Hofstra University
    Hempstead, NY
  • 01/2023 → Present
    Stony Brook University
    Stony Brook, NY
  • 05/2019 → 06/2019
    South Country School District
    Brookhaven, NY
  • 07/2018 → 09/2019
    Pure Barre
    Miller Place, NY
  • 05/2017 → 08/2019
    Eyecare Unlimited
    Coram, NY
  • 04/2025 → Present
    Fort Washington, PA
Other Businesses

SAYVILLE PUBLIC SCHOOLS POSITION: Teacher NATURE: Public School INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2019 ADDRESS: 20 Brook Street, West Sayville NY 11796, United States DESCRIPTION: Business education teacher for grades 7-12 Teachers Pay Teachers Position: I sell teacher resources on this website. Nature: I create and sell my digital teacher resources to other teachers on this website. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 6/1/02 Address: 111 E 18th St New York, New York 10003 Description: I list my digital resources for sale. Name: Mercari Position: I am re-selling used items. Nature: Online selling platform where I sell used household items. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 10/1/2018 Address: 1530 Page Mill Rd #100 Palo Alto, California 94301 Description: I will list items that I own to resell.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-01
  • S66 Uniform Combined State Law Examination
    2025-03-01
Other Names
  • Hannah Michaelson

View on SEC IAPD

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