Frank Zoltanski

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
NJ	RA	APPROVED	2017-06-08

NJ RA
APPROVED

Since 2017-06-08

Branch Locations

Allentown, NJ • United States

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

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Legend Equities Corporation	Palm Beach Gardens	FL	05/2010	01/2017
Lincoln Investment	Robbinsville	NJ	01/2017	Present

05/2010 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Robbinsville, NJ

Previous Registrations

2010-10-20 → 2019-10-04

Legend Advisory, Llc

Robbinsville, NJ

Bridgewater, NJ

Palm Beach Gardens, FL

Iselin, NJ
2005-12-07 → 2010-03-12

Msi Financial Services, Inc.

Hamilton, NJ

Cranford, NJ

Robbinsville, NJ

Springfield, MA

Springfield, MA

Cranford, NJ
2002-06-28 → 2005-12-31

Metlife Investment Fund Services Llc

Woodbridge, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-06-25
S63	Uniform Securities Agent State Law Examination	1993-05-14

S65 Uniform Investment Adviser Law Examination

2002-06-25
S63 Uniform Securities Agent State Law Examination

1993-05-14

View on SEC IAPD