Alan Edward Yanowitz

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

• 10/2015 → Present
  Lincoln Investment
  Wyncote, PA
• 10/2015 → Present
  Beacon Financial Partners
  Cleveland, OH

Previous Registrations

• 2005-08-15 → 2015-10-02
  Securities America Advisors, Inc.
  Mayfield Heights, OH
  Pepper Pike, OH
• 2000-01-01 → 2005-08-12
  Osaic Fa, Inc.
  Cleveland, OH

Other Businesses

FOURYS CO LP POSITION: 30% Partner. Tax matters partner NATURE: Yanowitz family limited partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1987 ADDRESS: 28525 Science Park Dr, #110, Beachwood OH 44122, United States DESCRIPTION: oversee the holdings of the family partnership, including depositing quarterly receipts and making quarterly distributions to the 4 partners. BEACON FINANCIAL ADVISORY, LLC POSITION: Investment Advisor Representative NATURE: Financial services - Registered investment advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2015 ADDRESS: 25825 Science Park Dr, #110, Beachwood OH 44122, United States DESCRIPTION: Financial Planning, investment, advice and overseeing client portfolios THE BENNETT AND DONNA YANOWITZ FAMILY FOUNDATION POSITION: Member, Board of Trustees NATURE: Philanthropic Vehicle INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2018 ADDRESS: 25701 Science Park Drive, Beachwood OH 44122, United States DESCRIPTION: I am a Trustee of our families supporting foundation. We meet annually to make grants to local, national and international organizations. ALAN YANOWITZ POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1991 ADDRESS: 25825 Science Park Dr, #110, Beachwood OH 44122, United States DESCRIPTION: Sales and service of life, disability and long term care insurance and fixed and indexed annuities. YANCO LLC POSITION: Manager; LLC is jointly owned by the Bennett Yanowitz Credit Shelter Trust and the Bennett Yanowitz Marital Trust. I am co-trustee of both trusts. The trust holds the assets of my father's estate. NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/31/2013 ADDRESS: 25825 Science Park Dr, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Oversees assets which include real estate partnerships, venture capital, cash and liquid investments. I also handle the banking activities, its owners (the Trusts) and Trusts' beneficiary, Donna Yanowitz. THE BENNETT YANOWITZ TRUSTS POSITION: I am a co-trustee of the Bennett Yanowitz Credit Shelter trust and the Bennett Yanowitz Marital Trust which own the assets of my father's estate. NATURE: Manages the assets of the Estate of Bennett Yanowitz INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2011 ADDRESS: 25125 Science Park Drive, Beachwood OH 44122-7315, United States DESCRIPTION: I monitor and manage my the assets of my fathers estate. This includes public and privately held securities and real estate. I make distributions to the sole benficiary, my mother, Donna Yanowitz. BEACON FINANCIAL PARTNERS LLC POSITION: Insurance Agent NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 25825 Science Park Dr., Suite 110, Beachwood OH 44122, United States DESCRIPTION: Life, long term care and disability insurance sales and service. Fixed annuity sales. Client policy reviews. JEWISH FEDERATION OF CLEVELAND POSITION: Volunteer NATURE: NonProfit INV RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1980 ADDRESS: 25701 Science Park Drive, Beachwood OH 44122, United States DESCRIPTION: I serve on the Endowment Committee, Development Committee and the Retirement Fund Committee. I am the President of the Commission on Cemetery Preservation. I am the chairman the Holocaust Survivor Advisory committee. Donna Yanowitz 2023 Descendants Trust Position: Trustee Nature: Manage the assets of my mom's estate Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 7/2/2026 Address: 25825 Science Park Dr. ste 110 Beachwood, OH 44122 Description: Manage the assets of my mom's estate

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-28

Other Names

• Al Yanowitz