Brian Douglas Alchermes

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

• 05/2014 → 03/2017
  Mass Mutual Life Insurance Company
  Syosset, NY
• 07/2014 → 03/2017
  Mml Investors Services
  Syosset, NY
• 05/2014 → 03/2017
  Center For Wealth Preservation
  Syosset, NY
• 04/2017 → 03/2018
  Jp Morgan Chase Bank
  Woodbury, NY
• 04/2017 → 03/2018
  Jp Morgan Securities, Llc
  Woodbury, NY
• 06/2013 → 05/2017
  Brian Douglas & Associates
  Melville, NY
• 05/2018 → 06/2019
  Vanderbilt Securities, Llc
  Woodbury, NY
• 07/2019 → 07/2024
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2019 → 07/2024
  Mutual Inc.
  Farmingville, NY
• 06/2017 → 07/2024
  Bespoke Wealth Management
  Glen Head, NY
• 07/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2021-07-26 → 2024-07-18
  Planmember Securities Corporation
  Farmingville, NY
  Oviedo, FL
  Palm Beach Gardens, FL

Other Businesses

VITAL INSURANCE AGENCY, INC. POSITION: Owner/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 333 Glen Head Road, Glen Head NY 11545, United States DESCRIPTION: Insurance sales WESTCHESTER FINANCIAL PARTNERS LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2024 ADDRESS: 333 Glen Head Road, Glen Head NY 11545, United States DESCRIPTION: Insurance sales VITAL PLANNING SERVICES, LLC POSITION: Owner NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2024 ADDRESS: 333 Glen Head Road, Glen Head NY 11545, United States DESCRIPTION: Tax and journaling insurance commissions. VITAL WEALTH MANAGEMENT, INC. POSITION: Owner NATURE: Tax/Accounting/Marketing Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 6/16/2025 ADDRESS: 445 Broadhollow Road Suite 25, Melville NY 11747 DESCRIPTION: DBA for Lincoln business. Journal commissions for tax/accounting purposes. Fidelis Financial Partners Position: owner/Agent Nature: Insurance Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 10/1/2026 Address: 445 Broadhollow Rd Suite 25 Melville, New York 11747 Description: fixed insurance business. submitting, tracking underwriting and placing insurance. 

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-08

Other Names

• Brian D Alchermes
• Brian Alchermes