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Peter Knapp

Lincoln Investment
43 Years of Experience
Manhasset, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Knapp is a registered investment advisor at Lincoln Investment, based in Manhasset, NY, with 43 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1129 Northern Blvd., Ste. 404, Manhasset, NY, 11030

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is a member/owner and agent at Westchester Financial Partners LLC, where he sells and services various insurance products, dedicating about 10-20% of his time. Peter also owns rental real estate property, which requires minimal time.

Employment History
Current Registrations
Capital Analysts
August 2024 - Present · 2 yrs 2 mos
Lincoln InvestmentBroker
August 2024 - Present · 2 yrs 2 mos
Lincoln Investment
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cadaret Grant & CO INC
July 2021 - August 2024 · 3 yrs 1 mo
Cadaret, Grant & CO., INC.Broker
June 2021 - August 2024 · 3 yrs 2 mos
Park Avenue Securities LLC
April 2021 - June 2021 · 2 mos
Park Avenue Securities LLCBroker
April 2011 - June 2021 · 10 yrs 2 mos
MML Investors Services, LLCBroker
February 2003 - April 2011 · 8 yrs 2 mos
New England Securities Corporation
June 2002 - February 2003 · 8 mos
New England SecuritiesBroker
December 1998 - February 2003 · 4 yrs 2 mos
1717 Capital Management CompanyBroker
January 1997 - November 1998 · 1 yr 10 mos
Uslife Equity Sales CORP.Broker
November 1996 - January 1997 · 2 mos
Metlife Securities INC.Broker
July 1982 - May 1996 · 13 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
July 1982 - May 1996 · 13 yrs 10 mos
State Registrations13 states
AZCOCTFLMANCNHNJNYPARISCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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