Edward Samuel Forst

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2014-03-14

PA RA
APPROVED

Since 2014-03-14

Branch Locations

601 W Office Center Dr - Ste 300, Fort Washington, PA 19034 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-04-04

PA RA
APPROVED

Since 2011-04-04

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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Wyncote	PA	04/1980	Present
Linsure, Inc.	Jenkintown	PA	12/1986	Present

04/1980 → Present

Lincoln Investment Planning, Inc.

Wyncote, PA
12/1986 → Present

Linsure, Inc.

Jenkintown, PA

Other Businesses

FORST RENTAL 1 POSITION: PROPERTY OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2012 ADDRESS: 3200 OCEAN AVENUE, BRIGANTINE NJ 08203 DESCRIPTION: FIND TENANTS AND COLLECT RENT 76TH LLC POSITION: Financier NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2016 ADDRESS: 224 Fisher Rd, Jenkintown PA 19046 DESCRIPTION: Purchase and flip properties, possibly rent Rental (Evergreen) Position: Landlord Nature: rental Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2024 Address: 203 Evergreen Ave Phila., , PA 19118 Description: landlord

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-12-31
S63	Uniform Securities Agent State Law Examination	1980-04-28

S65 Uniform Investment Adviser Law Examination

1993-12-31
S63 Uniform Securities Agent State Law Examination

1980-04-28

Designations

Certified Financial Planner

Other Names

Edward S Forst
Edward Forst

View on SEC IAPD