Lincoln A. Dacosta

INNOVATIVE FAMILY OFFICE LLC

Melville, NY 11747

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CRD#: 2873814

Professional summary

Lincoln Adrian Dacosta JR, who also goes by Lincoln Adrian Decosta Jr, is a registered financial advisor currently at INNOVATIVE FAMILY OFFICE LLC located in Melville, New York.

Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lincoln has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lincoln Adrian Decosta Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) NOTARY, NON-INVESMENT-RELATED, STATE OF NEW YORK, START 11/8/2006, 1 HOUR PER MONTH, 0 DURING TRADING, NOTARIZE DOCUMENTS. 2) RIVERSIDE ADVISORY GROUP, INC, INVESTMENT-RELATED, MELVILLE, NY, 100% OWNERSHIP, START DATE 3/16/2020, 150 HRS PER MONTH, 140 HRS DURING TRADING, FINET PRACTICE. 3) WALLDAC CONSULTING GROUP, LLC; INVESTMENT-RELATED; MELVILLE,NY; 50% OWNERSHIP; START DATE 06/01/2020; SUPPORTS THE FINET PRACTICE. 4) RIVERSIDE ADVISORY GROUP INC.; NON-INVESTMENT-RELATED; 630 S. BAYVIEW AVENUE, FREEPORT, NY 11520; PAYROLL AND BENEFITS FOR EMPLOYEES; PRESIDENT; 12/2017; LESS THAN 1 HOUR PER MONTH AND DURING SECURITIES TRADING HOURS; PROVIDE FUNDS TO PAY FOR PAYROLL AND BENEFITS FOR ANY EMPLOYEE, IF ANY, THAT SUPPORTS THE BUSINESS OF ADVISORY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lincoln Adrian Dacosta JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2025 - Present

INNOVATIVE FAMILY OFFICE LLC

Office #1: 425 Broad Hollow #312, Melville, NY 11747

RIA

CRD#: 329496

Melville, NY

Past

November 3, 2017 - March 11, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

MELVILLE, NY

Past

November 2, 2017 - March 11, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

MELVILLE, NY

Past

October 1, 2012 - November 15, 2017

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

October 1, 2012 - November 15, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 23, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW YORK, NY

Past

March 6, 2006 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW YORK, NY

Past

April 24, 2002 - August 9, 2004

GILFORD SECURITIES INCORPORATED

CRD#: 8076

NEW YORK, NY

Past

January 22, 1999 - April 23, 2002

JOSEPH STEVENS & CO., INC.

CRD#: 35459

BROOKLYN, NY

Past

July 24, 1998 - September 16, 1998

NATIONAL SECURITIES CORPORATION

CRD#: 7569

BOCA RATON, FL

Past

January 22, 1998 - July 24, 1998

THE BOSTON GROUP

CRD#: 37652

LOS ANGELES, CA

Past

October 22, 1997 - January 1, 1998

HAMPSHIRE SECURITIES CORPORATION

CRD#: 19725

NEW YORK, NY

Past

July 7, 1997 - September 19, 1997

BARINGTON CAPITAL GROUP, L.P.

CRD#: 29383

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INNOVATIVE FAMILY OFFICE LLC

BROADSTREET FAMILY OFFICE LLC | INNOVATIVE FAMILY OFFICE LLC

CRD#: 329496 / SEC#: 801-129455

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(3/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2020

General Securities Principal Examination

Current Firm

INNOVATIVE FAMILY OFFICE LLC

BROADSTREET FAMILY OFFICE LLC | INNOVATIVE FAMILY OFFICE LLC

CRD#: 329496 / SEC#: 801-129455

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

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Contact information

Main Address

361 Route 202, Somers, NY 10589

Mailing Address

Phone number

(914) 427-8036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVATIVE FAMILY OFFICE LLC FORM ADV PART 2 BROCHURE (11/11/2025)

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 21,515,719

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lincoln A. Dacosta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lincoln Adrian Dacosta JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

GILFORD SECURITIES INCORPORATED

JOSEPH STEVENS & CO., INC.

NATIONAL SECURITIES CORPORATION

THE BOSTON GROUP

HAMPSHIRE SECURITIES CORPORATION

BARINGTON CAPITAL GROUP, L.P.

Primary Firm SEC Registration

INNOVATIVE FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2008

Series 63

Date: 6/17/1997

SIE

Date: 10/1/2018

Series 7

Date: 6/6/1997

Series 24

Date: 3/10/2020

Current Firm

INNOVATIVE FAMILY OFFICE LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INNOVATIVE FAMILY OFFICE LLC

TRUST BUT VERIFY

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