TrueAdvisor
TrueAdvisor
FZ
FZ

Frank Zoltanski

Lincoln Investment
47 Years of Experience
Marlton, NJ
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Frank Zoltanski is a registered investment advisor at Lincoln Investment, based in Marlton, NJ, with 47 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
Customer Dispute
December 2010
Settled
Employment Separation After Allegations
March 2010
Customer Dispute
January 2010
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lincoln Investment
June 2017 - Present · 9 yrs 4 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Lincoln Investment
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
October 2010 - October 2019 · 9 yrs
Legend Equities CorporationBroker
May 2010 - January 2017 · 6 yrs 8 mos
Metlife Securities INC.Broker
December 2005 - March 2010 · 4 yrs 3 mos
Metlife Securities INC.
December 2005 - March 2010 · 4 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
June 2002 - December 2005 · 3 yrs 6 mos
Citistreet Equities LLCBroker
July 1979 - December 2005 · 26 yrs 5 mos
State Registrations5 states
DEFLNCNJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Marlton, NJ →All financial advisors in New Jersey →