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Louis Ferrara

Lincoln Investment

Syosset, NY

CRD 5655695

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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 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

Syosset, 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
Legend Equities Corporation Palm Beach Gardens FL 03/2009 01/2017
Nassau County Police Department Mineola NY 04/1986 Present
Legend Advisory Corporation Palm Beach Gardens FL 07/2011 09/2019
Lincoln Investment Syosset NY 01/2017 Present
  • 03/2009 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 04/1986 → Present
    Nassau County Police Department
    Mineola, NY
  • 07/2011 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Syosset, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-05
  • S63 Uniform Securities Agent State Law Examination
    2009-05-05

View on SEC IAPD

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