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Bonnie Jane Edelman Sachs

Lincoln Investment

Fort Washington, PA

Fort Lauderdale, FL

CRD 725100

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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 2026-01-15
FL RA APPROVED 2021-11-03
  • PA RA
    APPROVED
    Since 2026-01-15
  • FL RA
    APPROVED
    Since 2021-11-03

Branch Locations

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

Fort Lauderdale, 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
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 05/2017 Present
Unemployed Howell NJ 11/2015 05/2017
  • 05/2017 → Present
    Lincoln Investment
    Fort Washington, PA
  • 11/2015 → 05/2017
    Unemployed
    Howell, NJ
Previous Registrations
  • 2007-06-07 → 2015-12-31
    Gilford Financial Corp.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
S63 Uniform Securities Agent State Law Examination 1984-02-01
  • S66 Uniform Combined State Law Examination
    2017-07-07
  • S63 Uniform Securities Agent State Law Examination
    1984-02-01
Other Names
  • Bonnie Jame Edelman Sachs
  • Bonnie Jane Edelman

View on SEC IAPD

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