Adviser and broker representative · Lincoln Investment
Thomas M. Genco
CRD 2957076 · Cleveland, OH
At a glance
Thomas M. Genco is an investment adviser representative with Lincoln Investment in Cleveland, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2000, about 26 years ago. Thomas is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Lincoln InvestmentSince October 2024Cleveland, OH · $22B in regulatory assets
- Capital AnalystsSince June 2012Cleveland, OH · $8.8B in regulatory assets
- Beacon Financial Advisory LLCSince August 2015Cleveland, OH · $901M in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Thomas’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
- 3 firmsLocked
- 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.
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.