Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in New York

Every SEC-registered investment adviser representative at a Lincoln Investment office in New York, by city and A to Z.

The short answer

119 registered advisors work at Lincoln Investment in New York, out of 829 nationwide; it's the firm's number 4 state by advisors, and the most are in Amherst (13). 19 list the CFP designation and 119 are also registered broker representatives.

Lincoln Investment advisors by city in New York

Every firm in New York →

Amherst 13Syracuse 9Cobleskill 5Lakewood 5Hauppauge 3Baldwinsville 2Carle Place 2East Syracuse 2Holbrook 2Tarrytown 2Watertown 2Centereach 1Fairport 1Freeport 1Garden City 1Garden City South 1Great Neck 1Horseheads 1New York 1Oceanside 1Rensselaer 1Rochester 1Setauket 1Stony Brook 1Syosset 1Tuckahoe 1

Lincoln Investment advisors in New York, A to Z

Search by name →

Lincoln Investment advisors in every state →Lincoln Investment: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lincoln Investment in other states

Pennsylvania 365New Jersey 63Florida 62Ohio 59Illinois 30California 28Michigan 27Texas 26Washington 15Georgia 14Massachusetts 12North Carolina 12Arizona 9Maryland 8Arkansas 5Wisconsin 5Colorado 4Missouri 4Minnesota 3

Questions

How many Lincoln Investment financial advisors are in New York?

119 investment adviser representatives are registered at Lincoln Investment offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 19 list the CFP designation and 119 are also registered as broker representatives.

Where in New York does Lincoln Investment have the most advisors?

Amherst, with 13, then Syracuse (9). Lincoln Investment has advisors in 26 cities in New York.

How do I check a Lincoln Investment advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lincoln Investment office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.