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Senior Vice-President, Chief Investment Officer · Lincoln Investment

Shashi Mehrotra

CRD 2640875 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Lincoln Investment, an SEC-registered broker-dealer firm based in Fort Washington, PA with $22.0 billion in regulatory assets, lists Shashi Mehrotra on its Form ADV as Senior Vice-President, Chief Investment Officer. The SEC filings also name Shashi at 1 other registered adviser.

Firms and roles

  • Lincoln InvestmentSenior Vice-President, Chief Investment OfficerBroker-dealer firm · Fort Washington, PA · $22B in regulatory assets
  • Capital AnalystsSenior Vice-President, Chief Investment OfficerWealth manager · Fort Washington, PA · $8.8B in regulatory assets

AtlasMembers

Shashi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Shashi on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shashi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.