Matthew Bird

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

• 07/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2019 → 06/2022
  Friendly Honda Of Fayetteville
  Fayetteville, NY
• 07/2010 → 07/2019
  Sharon Chevrolet
  Liverpool, NY
• 02/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 02/2023 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

THOMAS BIRD POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2022 ADDRESS: 3532 James St, Syracuse NY 13206, United States DESCRIPTION: Assisting in day-to-day operations Larry Daigneau  Position: Sales Assistant Nature: Financial Services Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 9/15/2025 Address: 3532 James St Syracuse, NY 13206 Description: Assisting in day-to-day operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-29
• S63 Uniform Securities Agent State Law Examination
  2022-09-02