Grant Lincoln

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-08-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2025	Present
Charlotte Regional Business Alliance	Charlotte	NC	07/2024	07/2025
Hawknest Tubbing	Seven Devils	NC	11/2023	03/2024
Aptar	Lincolnton	NC	10/2023	12/2023
Charlotte Pipe And Foundry	Monroe	NC	05/2023	08/2023
Autobell Car Wash	Boone	NC	03/2022	11/2022
Eagle Chase Golf Course	Marshville	NC	05/2021	06/2021
Appalachian State University	Boone	NC	08/2020	05/2024
Unemployed	Monroe	NC	08/2015	07/2020
Bank Of America, N.A.	Charlotte	NC	12/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
07/2024 → 07/2025

Charlotte Regional Business Alliance

Charlotte, NC
11/2023 → 03/2024

Hawknest Tubbing

Seven Devils, NC
10/2023 → 12/2023

Aptar

Lincolnton, NC
05/2023 → 08/2023

Charlotte Pipe And Foundry

Monroe, NC
03/2022 → 11/2022

Autobell Car Wash

Boone, NC
05/2021 → 06/2021

Eagle Chase Golf Course

Marshville, NC
08/2020 → 05/2024

Appalachian State University

Boone, NC
08/2015 → 07/2020

Unemployed

Monroe, NC
12/2025 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-29

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