Peter
Crowe

Missionsquare Retirement

CRD#1757874
Investment Advisor
in Simsbury, CT

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About this Advisor

Peter Crowe is a financial advisor based out of Simsbury, Connecticut who has 2 years of industry experience. Crowe works at Missionsquare Retirement. Crowe has gained experience at Securian Financial Services, Inc, Minnesota Life Insurance Company, Ameritas Investment Corp, Ameritas Life Insurance Corp, Cetera Advisor Networks, Robert S. Hensley And Associates and Icma-Rc. Crowe has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and New York. Missionsquare Retirement is a financial advisory business operating out of Washington, DC. The company has offices in nine locations and a total of 608 people on staff. It has $641 million in assets among its one accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on the type of services. However, fee types charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Simsbury, CT

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

CT Average: $4,886,152,200
Total Number of Employees

608

CT Average: 60
Total Number of Accounts

1

CT Average: 205
Average Account Size

$641,022,740

CT Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Peter Crowe Work History

Peter has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Icma-Rc

2019 - 2020 (1 year)

Cetera Advisor Networks

2019 - 2020 (1 year)

Robert S. Hensley And Associates

2015 - 2019 (4 years)

Ameritas Investment Corp

2015 - 2019 (4 years)

Ameritas Life Insurance Corp

2007 - 2015 (8 years)

Securian Financial Services, Inc

2005 - 2015 (10 years)

Minnesota Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Crowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Missionsquare Retirement

Vicki Bauer
Washington, DC
Laura Hancock
Washington, DC
Juan Gomez-Garcia
La Mesa, CA
Peter Ganey
Washington, DC
Amy Humphrey
Washington, DC
Orlando Cruz
Charlotte, NC
Kenneth Hartos
Franklin Lakes, NJ
Brian Fylak
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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