Matthew Brian Grosjean

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

• 02/2016 → 02/2019
  Foresters Financial Services
  Miramar, FL
• 01/2017 → 02/2019
  Foresters Advisory Services Llc
  Miramar, FL
• 02/2019 → 08/2022
  A.G.P. / Alliance Global Partners
  Boca Raton, FL
• 08/2022 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2019-03-19 → 2022-08-30
  A.G.P. / Alliance Global Partners
  Boca Raton, FL
• 2017-02-10 → 2019-02-04
  Foresters Advisory Services, Llc
  Sunrise, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-26
• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Other Names

• Matthew Brian Grosjean
• Matthew Brian Grosjean
• Matt Brian Grosjean