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Curt Forst

Lincoln Investment

Fort Washington, PA

CRD 7453367

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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 2025-09-16
  • PA RA
    APPROVED
    Since 2025-09-16

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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
Lincoln Investment Fort Washington PA 03/2025 Present
Northrop Grumman Baltimore MD 09/2008 07/2021
Advent Design Corp Bristol PA 07/2021 Present
  • 03/2025 → Present
    Fort Washington, PA
  • 09/2008 → 07/2021
    Northrop Grumman
    Baltimore, MD
  • 07/2021 → Present
    Advent Design Corp
    Bristol, PA
Other Businesses

1714 Byrd LLC Position: Owner, Managing Member, Member Nature: Real Estate - Rental Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 5/1/2025 Address: 1413 Huntingdon Road Abington, PA 19001 Description: Property Management/Landlord 2479 Gladiolas Court The Villages Florida Position: Owner Nature: Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 1/5/2026 Address: 2479 Gladiolas Court The Villages, Florida 32162 Description: Landlord and property manager Advent Design Corp Position: Employee - Mechanical engineer and Project manager Nature: Robotics/Automation Investment Related: No Hours: 160 Securities Trading Hours: 130 Start Date: 7/26/2021 Address: 925 Canal Street Bristol, PA 19007 Description: Mechanical engineer and Project manager duties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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