David J. Eliades MR.
Professional Summary
David J. Eliades MR., who also goes by David J. Eliades, is a registered financial advisor currently at LINCOLN MANAGEMENT located in Carlisle, Massachusetts. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David J. Eliades MR., David J. Eliades
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
LINCOLN MANAGEMENT | TOP O THE HILL CO LLC
Contact Information
Main Address
Ayer, MAMailing Address
Po Box 1339, Groton, MA 01450Phone Number
(978) 772-0225# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
42AUM (Assets Under Management)
$64,949,056Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2026 | Cover Page | Report |
| 09/22/2025 | Cover Page | Report |
| 12/23/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/29/2004)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David J. Eliades MR.'s CRS (Customer Relationship Summary).
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