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Detailed Report
MATTHEW RICHARD STEINER
CRD#: 6337797
IA
Investment Adviser
B
Broker
LINCOLN INVESTMENTCRD#: 519 1299 Bedford Dr. Suite B1
Melbourne, FL 32940
Registration History
20142015201620172018201920202021202220232024202520263 FIRMS2021 - Present (3 years)BHORACE MANN INVESTORS, INC. (CRD# 11643)2014 - 2021 (7 years)IAHORACE MANN INVESTORS, INC. (CRD# 11643)2019 - 2021 (1 year)
License(s)

State Registrations

B
Florida 7/6/2021
IA
Florida 7/12/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LINCOLN INVESTMENT (CRD#:519)
1299 Bedford Dr. Suite B1, Melbourne, FL 32940
Registered with this firm since 7/13/2021
IA
CAPITAL ANALYSTS (CRD#:162200)
1299 Bedford Drive Suite B1, Melbourne, FL 32940
Registered with this firm since 7/12/2021
B
LINCOLN INVESTMENT (CRD#:519)
1299 Bedford Dr. Suite B1, Melbourne, FL 32940
Registered with this firm since 7/6/2021
Previous Registration(s)
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IA
 08/14/2019 - 07/07/2021 HORACE MANN INVESTORS, INC. (CRD#:11643) MELBOURNE, FL
B
 07/03/2014 - 07/07/2021 HORACE MANN INVESTORS, INC. (CRD#:11643) MELBOURNE, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.