Michael Patrick Dalleo

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

• 07/2012 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  South Berwick, ME

Previous Registrations

• 2012-07-27 → 2019-10-04
  Legend Advisory, Llc
  South Berwick, ME
  Palm Beach Gardens, FL
• 2008-08-19 → 2012-07-26
  Valic Financial Advisors, Inc.
  Burlington, MA
• 2007-11-28 → 2008-07-03
  Waddell & Reed
  Portsmouth, NH

Other Businesses

MICHAEL P. DALLEO POSITION: I wrote a book during the pandemic NATURE: Book INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2021 ADDRESS: 2 Finson Rd, South Berwick ME 03908, United States DESCRIPTION: I am now a published author. You can find my work of fiction on Lulu.com KNIGHTS OF COLUMBUS POSITION: Grand Knight NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 2 Finson Rd, South Berwick ME 03908, United States DESCRIPTION: As the Grand knight I am the councils facilitator one who organizes and conducts the monthly meeting. it is a volunteer organization. I help with good works in the community through dinners and raising funds for the needy in my parish M&M FINANCIAL POSITION: agent NATURE: life insurance sales Medicare supplement sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/05/2023 ADDRESS: 2 Finson Road, South Berwick ME 03908, United States DESCRIPTION: I will be offering whole life and term life insurance as part of my overall practice by utilizing Nationwide Life Ins., a company that I once represented for 22 years. I will be an IC through them also I have added Medicare supp sales as part of my offerings Tri City Christian Academy Position: Board Member Nature: Christian School Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 4/18/2026 Address: 140 West High St Somersworth , NH 03978 Description: Meet once every 3rd Saturday to discuss school business

Exams

• S66 Uniform Combined State Law Examination
  2007-10-23
• S63 Uniform Securities Agent State Law Examination
  1986-01-08

Other Names

• Michael Patrick Dalleo
• Michael P Dalleo