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LD

Lincoln A. Dacosta

INNOVATIVE FAMILY OFFICE
Freeport, NY
Some features on this profile are disabled
CRD#: 2873814
LD
Lincoln Adrian Dacosta JRINNOVATIVE FAMILY OFFICE

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 Freeport, New York and INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. located in Freeport, New York.

Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lincoln has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

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

RIA
CRD#: 329496
Freeport, NY
Current

July 16, 2026 - Present

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

RIA
CRD#: 324586
Freeport, 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

BD
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

BD
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.

BD
CRD#: 25574
NEW YORK, NY
Past

April 24, 2002 - August 9, 2004

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

January 22, 1999 - April 23, 2002

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

July 24, 1998 - September 16, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 22, 1998 - July 24, 1998

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

October 22, 1997 - January 1, 1998

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

July 7, 1997 - September 19, 1997

BARINGTON CAPITAL GROUP, L.P.

BD
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".
IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.

CRD#: 324586 / SEC#: 801-127387

RIA
Registered Investment Advisory firm - (2/27/2023 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/18/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/10/2020
General Securities Principal Examination

Current Firm

IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.

CRD#: 324586 / SEC#: 801-127387

RIA
Registered Investment Advisory firm - (2/27/2023 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
7

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts633
AUM (Assets Under Management)$ 118,258,916

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.

Company Information

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

CRD#: 324586Freeport, NY

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