Nicholas Lercara

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

• 05/2026 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2025 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2020 → Present
  Long Island Sports Hub
  Syosset, NY
• 03/2021 → 03/2024
  Long Island Whalers Youth Hockey
  Syosset, NY
• 03/2024 → Present
  Pal Youth Ice Hockey
  Hauppauge, NY
• 06/2016 → 07/2020
  Holy Cross High School
  Flushing, NY

Other Businesses

Long Island Sports Hub Position: Zamboni Driver/Hockey Coach Nature: Sports Facility Investment Related: No Hours: 15 Securities Trading Hours: 115 Start Date: 7/6/2020 Address: 165 Eileen Way Syosset, NY 11791 Description: Drive Zamboni machine after every session on the ice rink. Coach youth hockey Vital Insurance Agency Position: Insurance Broker Nature: Insurance Investment Related: Yes Hours: 80 Securities Trading Hours: 50 Start Date: 11/1/2024 Address: 445 Broadhollow Rd, Suite 25 Melville, New York 11747 Description: Find best life insurance plans for individuals/families based off of their needs. PAL Ice Hockey Position: Hockey Coach Nature: Hockey Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 3/1/2024 Address: 660 Terry Road Hauppauge, NY 11788 Description: Coach hockey to youth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-22
• S63 Uniform Securities Agent State Law Examination
  2025-08-13