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
| Title | Senior Vice-President, Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Capital Analysts, LLC
| Title | Senior Vice-President, Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |