Frank Anthony Preziuso

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

• 07/2008 → 04/2024
  Valic Financial Advisors
  Independence, OH
• 12/2022 → 04/2024
  Agia
  Houston, TX
• 04/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 04/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2008-09-29 → 2024-05-20
  Valic Financial Advisors, Inc.
  Independence, OH
  Mentor, OH
  Akron, OH

Other Businesses

AKRON CHILDRENS ROUNDTABLE POSITION: Volunteer, Board Member NATURE: Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2021 ADDRESS: 1 Perkins Square, Akron OH 44313, United States DESCRIPTION: I have no authority and just attend meetings. Sit on board and suggest how to raise money for hospital ASCEND FINANCIAL PARTNERS LLC POSITION: Co-Owner NATURE: Marketing, Tax/Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2024 ADDRESS: 6100 Oak Tree Blvd, Suite 300, Independence OH 44131, United States DESCRIPTION: DBA for Lincoln business. Flow through entity for tax/accounting

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-22

Designations

• Certified Financial Planner

Other Names

• F Anthony Preziuso
• Tony Preziuso