Edward Patrick Crotty Jr
Investment Adviser Representative at Davidson Investment Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Patrick Crotty Jr. is an investment adviser representative in Great Falls, MT, currently registered with Davidson Investment Advisors, Inc. and D.a. Davidson & Co. They have worked in the securities industry since 2000 and were previously registered with Goldman, Sachs & Co. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Montana and Washington.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Montana, Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Davidson Investment Advisors, Inc.Dec 2006 – no end date reportedSeattle, WA
- D.a. Davidson & Co.Dec 2006 – no end date reportedSeattle, WA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Davidson Investment Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
- Equity Income Strategy: 0 - $10m0.50%
- Equity Income Strategy: Above $10m0.00%
- Multi-Cap Equity Strategy: 0 - $10m0.65%
- Multi-Cap Equity Strategy: Above $10m0.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Great Falls, MT
- SEC file number:
- 801-10883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of December 15, 2025
View full firm profileOther advisors at Davidson Investment Advisors, Inc.
Showing 12 of 17 in the directory
Similar advisors in Great Falls, MT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Patrick Crotty Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched