Elected Manager · Lincoln Investment
Edward Samuel Jr Forst
CRD 708024 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Lincoln Investment, an SEC-registered broker-dealer firm based in Fort Washington, PA with $22.0 billion in regulatory assets, lists Edward Samuel Jr Forst on its Form ADV as Elected Manager, a control person. The SEC filings also name Edward at 1 other registered adviser.
Firms and roles
- Lincoln InvestmentElected ManagerBroker-dealer firm · Fort Washington, PA · $22B in regulatory assets
- Capital AnalystsElected ManagerWealth manager · Fort Washington, PA · $8.8B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Steven Neil FlaxExecutive Vice-President, Chief Human Resources Officer, Lincoln Investment
- Karen Dougherty BuraVice-President, Controller, Lincoln Investment
- Diane Mulherrin McCarthyExecutive Vice-President/chief Financial Officer/principal Financial Officer/elected Manager, Lincoln Investment
- Shashi MehrotraSenior Vice-President, Chief Investment Officer, Lincoln Investment
- Anthony Charles BuetiExecutive Vice-President, Chief Operating Officer, Lincoln Investment
5 more people named with Edward on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.