Lincoln Investment

Overview

Lincoln Investment is a Broker Dealer and registered investment adviser based in Fort Washington, PA, registered since 1969. It reports $22B in assets under management across 199,383 accounts, with 1,238 employees. Its 1,209 registered representatives work across 301 branch offices in 40 states.

Reported AUM

$22B

Discretionary

59%

Accounts

199,383

Average account

$11K

Employees

1,238

Registered reps

1,209

Branch offices

301

Registered since

1969

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• U.S Government Securities Broker
• Variable Life Insurance & Annuities

Executive officers 3 of 11

• Kathleen Kinslow Leckey Chief Executive Officer CRD 2447809
• Diane Mulherrin McCarthy Executive Vice President, Chief Financial Officer, Principal Financial Officer CRD 4923328
• Anthony Charles Bueti Executive Vice-President, Chief Operating Officer CRD 5876104

8 more executive officers, with direct contact details

Registered reps 3 of 1,209

• Zachary Alan Abrams Registered Rep · Investment Adviser Rep CRD 5062672
• Kelly Anne Ackiewicz Registered Rep CRD 4315145
• William J Adelsberger Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3017990

1,206 more registered reps, with emails, phones and branch locations

Location

Headquarters

601 Office Center Dr Ste 300
Fort Washington, PA 19034

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Branch offices

301 in 40 states, including Erie, PA, Cranford, NJ and Colorado Springs, CO

Registrations

• SEC registered, limited liability company formed in Pennsylvania
• Registered in 53 jurisdictions
• Website: lincolninvestment.com

Every state, with registration dates

Similar firms near Fort Washington

• Bancroft Capital, LLCFort Washington, PA29 reps
• Coventry Securities, LLCFort Washington, PA7 reps
• Vanguard Marketing CorporationMalvern, PA9,493 reps
• Transamerica Financial Advisors, LLCPhiladelphia, PA2,814 reps
• Janney Montgomery Scott LLCPhiladelphia, PA1,565 reps