Ami Friedman

Financial advisor at Lincoln Investment · Fort Washington, PA

Last updated 2026-10-10

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Ami Friedman is a financial advisor at Lincoln Investment in Fort Washington, PA, CRD 6332839. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2015-09-03.

Registration

CRD number
6332839
Registration status
Active
IAPD registration
2015-09-03
Industry Experience
11 years
Work Experience
12 years
States registered
FL, PA

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2014-05 to 2019-09 · Legend Advisory Corporation · Palm Beach Gardens, FL
  • 2017-01 to Present · Lincoln Investment · Fort Washington, PA

Current employment

SEC IAPD record for Ami Friedman

Lincoln Investment

Regulatory AUM
$21,994,851,422
Registered advisors
904
Offices
517
Clients per advisor
153.1 (High)
Average AUM per client
$159K (Low)
High-net-worth client ratio
3.3% (Low)

Lincoln Investment: advisors, services and reported ETF investments

About

Ami Friedman is a financial advisor at Lincoln Investment in Fort Washington, PA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 11 years of industry experience and 12 years of reported work history. Reported roles include Legend Advisory Corporation.

SEC disclosures list additional business and community activities: Chabad Lubavitch Of Greater Boynton Beach Position: Unofficial Lector Nature: Religious Organization Investment Related: No Number Of Hours: 2 Securities Trading Hours: 0 Start Date: 07/07/2018 Address: 10655 El Clair Ranch Rd.

Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Lincoln Investment on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Real Estate Broker or Dealer

Location

601 Office Center Drive, Fort Washington, PA 19034

481 advisors at this office.

Lincoln Investment office in Fort Washington, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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