Unclaimed Profile

Edward Patrick Crotty

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

SIE, Series 7, Series 63CFAClean record19 years registeredDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 1913149Firm CRD# 110552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Patrick Crotty · GREAT FALLS, MT

Registration

CRD #1913149 · DAVIDSON INVESTMENT ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

DAVIDSON INVESTMENT ADVISORS, INC.

Dec 2006 – present

D.A. DAVIDSON & CO.

Dec 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 7, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIDSON INVESTMENT ADVISORS, INC.

CRD 110552 · SEC 801-10883

AUM

$4.8B

Regulatory assets under management

Employees

4,203 client accounts

Services offered by DAVIDSON INVESTMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Patrick Crotty offer?

Edward Patrick Crotty specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.

What are Edward Patrick Crotty's credentials?

Edward Patrick Crotty holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Patrick Crotty located?

Edward Patrick Crotty is based in GREAT FALLS, Montana, working with DAVIDSON INVESTMENT ADVISORS, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.

How does Edward Patrick Crotty charge for services?

Edward Patrick Crotty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIDSON INVESTMENT ADVISORS, INC.?

DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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