Adviser and broker representative · Lincoln Investment
Sara E. McGrath
CRD 4854827 · Worcester, MA
At a glance
Sara E. McGrath is an investment adviser representative with Lincoln Investment in Worcester, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sara’s SEC record dates to 2005, about 21 years ago. Sara is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince May 2012Worcester, MA · $22B in regulatory assets
- Capital AnalystsSince September 2015Worcester, MA · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sara’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
- 1 firmLocked
- 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.