Peter Crowe (CRD# 1757874) is an Investment Advisor Representative working at Missionsquare Retirement in Simsbury, CT and has over 32 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icma-rc | Washington, DC | Jan 2021 - Current | 3 |
| Unemployed | Simsbury, CT | Apr 2020 - Jan 2021 | < 1 |
| Cetera Advisor Networks | El Segundo, CA | May 2019 - Apr 2020 | < 1 |
| Robert S. Hensley And Associates | Avon, CT | May 2019 - Mar 2020 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2015 - May 2019 | 3 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2015 - May 2019 | 3 |
| Securian Financial Services, Inc. | St. Paul, MN | Jan 2007 - Aug 2015 | 8 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 2005 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CT
- NY
-
Total Assets Under Management668MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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