Peter J. Crowe

MISSIONSQUARE RETIREMENT

Simsbury, CT

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CRD#: 1757874

Professional summary

Peter John Crowe, AIF® is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Simsbury, Connecticut and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter John Crowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 22, 2021 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Simsbury, CT

Current

January 22, 2021 - Present

MISSIONSQUARE INVESTMENT SERVICES

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

CRD#: 23189

Washington, DC

Past

September 6, 2019 - April 13, 2020

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

AVON, CT

Past

May 31, 2019 - April 13, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

AVON, CT

Past

August 26, 2015 - June 6, 2019

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

January 5, 2007 - August 27, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 31, 2004 - August 15, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

November 19, 1999 - September 22, 2004

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

April 16, 1998 - June 28, 1999

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

Past

October 15, 1993 - March 12, 1998

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 19, 1991 - October 15, 1993

AELTUS CAPITAL, INC

CRD#: 24928

HARTFORD, CT

Past

February 1, 1988 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(1/22/2021)

IAR

Connecticut
(1/22/2021)

IAR

Delaware
(12/5/2024)

Maine
(12/6/2024)

IAR

Maine
(12/6/2024)

IAR

Maryland
(12/2/2024)

IAR

New Hampshire
(12/4/2024)

IAR

New Jersey
(11/29/2024)

New York
(12/1/2021)

IAR

New York
(12/1/2021)

IAR

Ohio
(11/29/2024)

IAR

Pennsylvania
(12/2/2024)

IAR

Rhode Island
(11/29/2024)

IAR

Vermont
(12/2/2024)

IAR

West Virginia
(12/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/28/1988

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 Approved)

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Contact information

Main Address

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240

Mailing Address

Phone number

(202) 962-4600

Established

Firm type

Fiscal year end

# of Employees

599

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUIDED PATHWAYS ADVISORY SERVICES (10/30/2025)

INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)

INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts	58,580
AUM (Assets Under Management)	$ 5,959,398,729

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Peter J. Crowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter John Crowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE INVESTMENT SERVICES

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

SECURIAN FINANCIAL SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

1717 CAPITAL MANAGEMENT COMPANY

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

AELTUS CAPITAL, INC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2019

Series 63

Date: 1/3/1992

SIE

Date: 10/1/2018

Series 6

Date: 1/28/1988

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MISSIONSQUARE RETIREMENT

TRUST BUT VERIFY

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