Brittany A. Moran

LINCOLN CAPITAL

East Greenwich, RI 02818

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CRD#: 4987748

Professional summary

Brittany Albert Moran, CFP®, who also goes by Brittany Lee Albert, is a registered financial advisor currently at LINCOLN CAPITAL CORPORATION located in East Greenwich, Rhode Island.

Brittany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brittany has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brittany Lee Albert

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 Brittany Albert Moran'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

July 15, 2011 - Present

LINCOLN CAPITAL CORPORATION

Office #1: 620 Main Street Unit #cu-2, East Greenwich, RI 02818

RIA

CRD#: 109922

East Greenwich, RI

Past

November 10, 2006 - July 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

October 6, 2006 - July 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

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".

LINCOLN CAPITAL CORPORATION

LINCOLN CAPITAL CORP | LINCOLN CAPITAL CORPORATION

CRD#: 109922 / SEC#: 801-38517

RIA

Registered Investment Advisory firm - (4/19/1991 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

Rhode Island
(7/15/2011)

IAR

Texas
(7/18/2017)

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 66

Date: 11/9/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/5/2006

General Securities Representative Examination

Current Firm

LINCOLN CAPITAL CORPORATION

LINCOLN CAPITAL CORP | LINCOLN CAPITAL CORPORATION

CRD#: 109922 / SEC#: 801-38517

RIA

Registered Investment Advisory firm - (4/19/1991 Approved)

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Contact information

Main Address

620 Main Street Unit #cu-2, East Greenwich, RI 02818

Mailing Address

Phone number

(401) 454-3040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

08 27 2025 LCC FORM ADV PART 2A AND 2B FINAL (8/27/2025)

Regulatory assets under management

Total Number of Accounts	859
AUM (Assets Under Management)	$ 377,530,510

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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Brittany A. Moran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Albert Moran's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN CAPITAL CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LINCOLN CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2006

Series 7

Date: 10/5/2006

Current Firm

LINCOLN CAPITAL CORPORATION

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINCOLN CAPITAL CORPORATION

TRUST BUT VERIFY

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