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CFA

Edward Crotty

Davidson Investment Advisors, INC.
25 Years of Experience
Seattle, WA
Broker
View SEC Summary
View SEC Summary

Edward Crotty is a CFA-designated registered investment advisor at Davidson Investment Advisors, INC., based in Seattle, WA, with 25 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,407 clients with $5.2B in assets under management.

Davidson Investment Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $10.0M0.50%
$10M+0.50%

Rates vary by strategy. Equity Income: 0.50%; Multi-Cap Equity: 0.65%; Intermediate Taxable Fixed Income: 0.35%; Intermediate Municipal Fixed Income: 0.25%. Fees for assets above $10 million are negotiable.

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

Location

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Edward is involved with Broiled Grapefruit, LLC, a non-investment related entity, dedicating minimal time to advising and assisting with problem solving. This activity does not occur during securities trading hours.

Employment History
Current Registrations
Davidson Investment Advisors, INC.
December 2006 - Present · 19 yrs 10 mos
D.A. Davidson & CO.
December 2006 - Present · 19 yrs 10 mos
D.A. Davidson & CO.Broker
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
Goldman, Sachs & CO.Broker
January 1999 - January 2005 · 6 yrs
State Registrations2 states
MTWA
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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