Unclaimed Profile

Shashi Mehrotra

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFA15 years registeredLINCOLN INVESTMENT PLANNING, LLC

601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 2640875Firm CRD# 519

Profile Verification

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

Identity

Shashi Mehrotra · FORT WASHINGTON, PA

Registration

CRD #2640875 · LINCOLN INVESTMENT PLANNING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

Sep 2019 – present

Jun 2019 – present

Jan 2017 – present

May 2011 – Oct 2019

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · May 13, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LINCOLN INVESTMENT PLANNING, LLC

CRD 519 · SEC 801-14059

AUM

$17.2B

Regulatory assets under management

Employees

1,297

203,427 client accounts

Services offered by LINCOLN INVESTMENT PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LINCOLN INVESTMENT PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Shashi Mehrotra offer?

Shashi Mehrotra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Shashi Mehrotra's credentials?

Shashi Mehrotra holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shashi Mehrotra located?

Shashi Mehrotra is based in FORT WASHINGTON, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, LLC. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does Shashi Mehrotra charge for services?

Shashi Mehrotra's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN INVESTMENT PLANNING, LLC?

LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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