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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 2026-05-04
  • PA RA
    APPROVED
    Since 2026-05-04

Branch Locations

Pottstown, PA • United States

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

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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
Fidelity Investments Merrimack NH 04/2013 07/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2020
The Vanguard Group, Inc. Malvern PA 07/2020 12/2022
University Of Connecticut School Of Law Hartford CT 09/2017 05/2020
Citizens Securities, Inc. Fort Washington PA 12/2022 08/2023
Lpl Financial Llc Fort Washington PA 08/2023 05/2026
Lincoln Investment Fort Washington PA 05/2026 Present
  • 04/2013 → 07/2020
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 07/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2020 → 12/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2017 → 05/2020
    University Of Connecticut School Of Law
    Hartford, CT
  • 12/2022 → 08/2023
    Fort Washington, PA
  • 08/2023 → 05/2026
    Fort Washington, PA
  • 05/2026 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

Multi-Cycle Capital LLC Position: Owner, Managing Member, Member, Agent Nature: Financial Services, Marketing, Insurance Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 5/1/2026 Address: 910 W Mill Creek Way Pottstown, PA 19465 Description: Help clients with financial services through Lincoln, Sales and service of insurance, DBA for Lincoln business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-06
S63 Uniform Securities Agent State Law Examination 2013-07-25
  • S66 Uniform Combined State Law Examination
    2014-10-06
  • S63 Uniform Securities Agent State Law Examination
    2013-07-25
Designations
  • Certified Financial Planner
Other Names
  • Edward Anthony Kamradt
  • Ted Mcausher
  • Ted Kamradt
  • Edward Anthony Mcausher

View on SEC IAPD

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