Lincoln Investment

Broker-DealerFINRA Member

Total AUM

$22B

Discretionary

$12.9B

59% of AUM

Accounts

199,383

Employees

1,238

Advisory reps

1,215

Brokerage reps

861

Firm details

Headquarters: Fort Washington, Pennsylvania
CRD number: 519
Registered since: September 11, 1978
Website: www.lincolninvestment.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals79.21%
HNWI19.56%
Corporations / Businesses0.92%
Charitable Organizations0.17%
Pension & Profit Sharing Plans0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lincoln Investment LLC is an SEC-registered advisory and broker-dealer organization (SEC registration year: 1978) that serves individual, family and institutional clients. The firm is organized as a limited liability company and is classified as an independent broker-dealer and qualified custodian; it also operates as an insurance broker. Advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of third-party advisers. Fee schedules span percentage-of-AUM arrangements as well as hourly, fixed-fee and commission-based billing. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds95%
Exchange Traded Equities4%
Cash & Cash Equivalents1%

Owners & executives

3 of 29

Ciara Price
Partner & Chief Operating OfficerCRD 5716356
Deborah George
Chief Operations OfficerCRD 4383646
Frank Rosala
Financial Planning CoordinatorCRD 4497551

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Contacts

3 of 1186

Jeffrey Bannon
AssociateCRD 5641433
Douglas Rucki
Financial RepresentativeCRD 5652181
Christian Sulmasy
Owner / Financial AdvisorCRD 5669572

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Fort Washington, PA

Montgomery

Location

Fort Washington, PA

Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 601 Office Center Dr
Time zone: ET (UTC-5)
Office locations

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