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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-01 |
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