Peter J Knapp
Financial advisor at Lincoln Investment · Fort Washington, PA
Last updated 2026-10-10
Claim your profilePeter J Knapp is a financial advisor at Lincoln Investment in Fort Washington, PA, CRD 1052934. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-06-21.
Registration
- CRD number
- 1052934
- Registration status
- Active
- IAPD registration
- 2002-06-21
- Industry Experience
- 24 years
- Work Experience
- 29 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-04 to 2021-06 · Park Avenue Securities LLC · Tarrytown, NY
- 1997-05 to 2024-08 · Guardian Life Insurance Co of America · Tarrytown, NY
- 2021-06 to 2024-08 · Cadaret Grant & Co., Inc. · Tarrytown, NY
- 2024-08 to Present · Lincoln Investment · Fort Washington, PA
- 2024-08 to Present · Capital Analysts · Fort Washington, PA
Current employment
- Lincoln Investment · Fort Washington, PA
- Capital Analysts · Fort Washington, PA
Lincoln Investment
- Regulatory AUM
- $21,994,851,422
- Registered advisors
- 904
- Offices
- 517
- Clients per advisor
- 153.1 (High)
- Average AUM per client
- $159K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Lincoln Investment: advisors, services and reported ETF investments
About
Peter J Knapp is a financial advisor at Lincoln Investment in Fort Washington, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 29 years of reported work history. Reported roles include Cadaret Grant & Co., Inc., Guardian Life Insurance Co of America, Park Avenue Securities LLC, among others.
SEC disclosures list additional business and community activities: Westchester Financial Partners Llc Position: Member/owner.
Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Lincoln Investment on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Real Estate Broker or Dealer
Location
601 Office Center Drive, Fort Washington, PA 19034
481 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-887-8111
- Website: gaborfs.com
Official record
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