PPrivate Fund Data Log in Join · $37/mo

Shashi Mehrotra

Senior Vice-President, Chief Investment OfficerLincoln Investment Planning, LLCCRD 2640875

About Shashi Mehrotra

Shashi Mehrotra is listed as Senior Vice-President, Chief Investment Officer at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Shashi Mehrotra is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Lincoln Investment Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shashi Mehrotra work?

Shashi Mehrotra is listed as Senior Vice-President, Chief Investment Officer at Lincoln Investment Planning, LLC on SEC Form ADV.

How much of Lincoln Investment Planning, LLC does Shashi Mehrotra own?

Form ADV reports a beneficial ownership band of Under 5%.

Lincoln Investment Planning, LLC

TitleSenior Vice-President, Chief Investment Officer
OwnershipUnder 5%
Control personNo
Since2025
View Lincoln Investment Planning, LLC →

Capital Analysts, LLC

TitleSenior Vice-President, Chief Investment Officer
OwnershipUnder 5%
Control personNo
Since2025
View Capital Analysts, LLC →