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Myra Leslie Rosenblatt

Lincoln Investment

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About Myra Leslie Rosenblatt

Myra Leslie Rosenblatt is a financial advisor with over 30 years of experience in the industry. Myra has been a registered representative with Lincoln Investment since 2017 and has also been registered with Capital Analysts since 2020. Previously, Myra was a registered representative with Legend Equities Corporation from 1994 to 2017 and Legend Capital Corporation from 1991 to 1994. Myra is a Certified Financial Planner and is licensed to provide investment advice in 24 states. Myra is a managing member of SOSAE Rose Financial Group LLC, which is the DBA for Myra's investment business.

Firm Information

Myra Rosenblatt is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Myra Rosenblatt’s Registration & Firm History

NJ

06/15/2017 - Present

Lincoln Investment (GLEN ROCK NJ)

NJ

01/01/1994 - 01/03/2017

LEGEND EQUITIES CORPORATION (GLEN ROCK NJ)

FL

07/03/1991 - 01/01/1994

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

TN

12/12/1990 - 12/13/1990

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

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Licenses & Designations

BC

Issued 07/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myra Leslie Rosenblatt.
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