Alexander Albert is Trustee and General Manager and Chief Compliance Officer of Lincoln Capital, is a control person of the firm and directly owns under 5% of it. Alexander Albert studied at the University of Rhode Island.
Lincoln Capital Corporation is an East Greenwich, RI firm with $418M under management, 270 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Alexander R. Albert is Vice President, Investment Advisor Representative of Lincoln Capital Corporation, based in East Greenwich, Rhode Island. He joined Lincoln Capital in 2015 and immediately assumed general management responsibilities of the firm. Before that he worked at TD Bank and, from 2012, at Citizens Financial Group as an internal auditor.
Professional designations
Listed by Lincoln Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Alexander Albert is registered as an investment adviser representative in 2 states. The first approvals date from April 2016; the most recent is Texas, in November 2020.
- Rhode IslandSince 6 April 2016
- TexasSince 10 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexander Reed Albert
- CRD
- 5674354
- Firm
- Lincoln Capital · CRD 109922
- Role
- Trustee; General Manager and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lincolncapitalcorp.com
Where does Alexander Albert work?
Alexander Albert is Trustee; General Manager and Chief Compliance Officer of Lincoln Capital Corporation, and is a control person of the firm.
Is Alexander Albert a financial advisor?
Yes. Alexander Albert has a current investment-adviser registration in Rhode Island and Texas, through Lincoln Capital since April 2016.
How many years of experience does Alexander Albert have?
Alexander Albert has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Alexander Albert passed?
Alexander Albert passed the Series 65 in April 2016.
Is Alexander Albert registered with FINRA?
No. Alexander Albert has no current broker registration.
Is Alexander Albert a CFP?
Lincoln Capital lists Alexander Albert with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Alexander R. Albert biography, lincolncapitalcorp.com
How can I verify Alexander Albert’s record?
Search CRD 5674354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Albert’s full registration record.
