Stanton
Green

Lincoln Investment

CRD#4673532
Investment Advisor
in Waltham, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stanton Green is a financial advisor based out of Waltham, Massachusetts with a total of 12 years of relevant experience. Green is an employee of Lincoln Investment. They have spent their whole career at Lincoln Investment. Green maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Lincoln Investment is a financial advisory firm operating out of Fort Washington, PA. The investment advisory business has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in total assets between its 200,217 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 200,217 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Lincoln Investment offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

95 Sawyer Road Suite 430
Waltham, MA 02453

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

MA Average: $15,833,994,310
Total Number of Employees

1,294

MA Average: 41
Total Number of Accounts

200,217

MA Average: 3,342
Average Account Size

$76,696

MA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Stanton Green Work History

Stanton has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Lincoln Investment Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stanton Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Bryan Alsbury
Renton, WA
Jose Madrigal
Lombard, IL
Lisagrace Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH
Bryan Faller
Blackwood, NJ
Jordan Jackson
Iselin, NJ
Gabriel Macias
Stevensville, MI
John Laurito
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started