Peter Knapp
Peter Knapp is a registered investment advisor at Lincoln Investment, based in Manhasset, NY, with 43 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
1129 Northern Blvd., Ste. 404, Manhasset, NY, 11030
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Regulatory History (1)
Customer Dispute
May 2007Other 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
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
1717 Capital Management CompanyBroker
Uslife Equity Sales CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 states
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.