Peter Crotty
Peter Crotty is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 37 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter owns rental real estate and is an agent for multiple life insurance and annuity companies. He dedicates minimal time to these activities.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Great American Advisors, INC.
Great American Advisors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Great American Advisors, INC.Broker
Mutual Service CorporationBroker
Aag Securities, INC.Broker
Aegon USA Securities INC.Broker
Legend Capital CorporationBroker
Investment Management & Research, INCBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Southmark Financial Services, INC.Broker
Southmark Capital ResourceBroker
Southmark Capital ResourceBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.