Ami Friedman

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

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-20
FL	RA	APPROVED	2019-10-07

PA RA
APPROVED

Since 2026-01-20
FL RA
APPROVED

Since 2019-10-07

Branch Locations

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

Boynton Beach, 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

Organization	City	State	From	To
Legend Advisory Corporation	Palm Beach Gardens	FL	05/2014	09/2019
Lincoln Investment	Fort Washington	PA	01/2017	Present

05/2014 → 09/2019

Legend Advisory Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Fort Washington, PA

Previous Registrations

2015-09-03 → 2019-10-04

Legend Advisory, Llc

Palm Beach Gardens, FL

Other Businesses

Chabad Lubavitch of Greater Boynton Beach POSITION: Unofficial Lector NATURE: Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2018 ADDRESS: 10655 El Clair Ranch Rd, Boynton Beach, FL 33437 DESCRIPTION: Read from the Bible during the service.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-02-04
S65	Uniform Investment Adviser Law Examination	2014-01-29

S63 Uniform Securities Agent State Law Examination

2016-02-04
S65 Uniform Investment Adviser Law Examination

2014-01-29

View on SEC IAPD