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Ian Matthew Gregg

Lincoln Investment

Fort Washington, PA

Hobe Sound, FL

CRD 5675497

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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
PA RA APPROVED 2026-01-16
FL RA APPROVED 2019-06-04
  • PA RA
    APPROVED
    Since 2026-01-16
  • FL RA
    APPROVED
    Since 2019-06-04

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Hobe Sound, FL • 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 03/2014 01/2017
Legend Advisory Corporation Palm Beach Gardens FL 02/2016 09/2019
Lincoln Investment Palm Beach Gardens FL 01/2017 Present
  • 03/2014 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 02/2016 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Palm Beach Gardens, FL
Previous Registrations
  • 2016-02-22 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
  • S66 Uniform Combined State Law Examination
    2016-02-01

View on SEC IAPD

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