Brian Douglas Alchermes
Investment Adviser Representative at Lincoln Investment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Douglas Alchermes is an investment adviser representative in Melville, NY, currently registered with Capital Analysts and Lincoln Investment. They have worked in the securities industry since 2011 and were previously registered with Planmember Securities Corporation. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
15 states and territories
Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Michigan, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MASS Mutual LIFE Insurance CompanyMay 2014 – Mar 2017Syosset, NY
- MML Investors ServicesJul 2014 – Mar 2017Syosset, NY
- Center for Wealth PreservationMay 2014 – Mar 2017Syosset, NY
- JP Morgan Chase BankApr 2017 – Mar 2018Woodbury, NY
- JP Morgan Securities, LLCApr 2017 – Mar 2018Woodbury, NY
- Brian Douglas & AssociatesJun 2013 – May 2017Melville, NY
- Vanderbilt Securities, LLCMay 2018 – Jun 2019Woodbury, NY
- PlanMember Securities CorporationJul 2019 – Jul 2024Carpinteria, CA
- Mutual Inc.Jul 2019 – Jul 2024Farmingville, NY
- Bespoke Wealth ManagementJun 2017 – Jul 2024Glen Head, NY
- Lincoln InvestmentJul 2024 – no end date reportedFort Washington, PA
- Capital AnalystsJul 2024 – no end date reportedFort Washington, PA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lincoln Investment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- First $500,0000.15%
- $500,000.01 - 1,000,0000.12%
- $1,000,000.01 - 2,000,0000.10%
- $2,000,000.01 - 5,000,0000.08%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 923
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-14059
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Lincoln Investment
Showing 12 of 923 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Douglas Alchermes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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