Edward Crotty has been Director of Davidson Investment Advisors since January 2013, is a control person of the firm and directly owns under 5% of it.
Davidson Investment Advisors, Inc. is a Great Falls, MT firm with $5.2B under management, 4,407 clients and 13 advisers across 7 offices, as of its December 2025 filing.
Edward Crotty’s longest registration is the current one, 19 years at D.a. Davidson & Co. since 2006.
- – present · 19 yearsAdviser representative · Firm CRD 110552
- D.a. Davidson & Co.Also current– present · 19 yearsAdviser representative · Firm CRD 199
Investment adviser representative registrations
Edward Crotty is registered as an investment adviser representative in 2 states. The first approvals date from December 2006; the most recent is Washington, in February 2013.
- MontanaSince 12 December 2006
- WashingtonSince 25 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 1999 |
| Series 7 | General Securities Representative Examination | 31 December 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Patrick Crotty
- CRD
- 1913149
- Firm
- Davidson Investment Advisors · CRD 110552
- Role
- Director
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Edward Crotty work?
Edward Crotty has been Director of Davidson Investment Advisors, Inc. since January 2013, and is a control person of the firm.
Is Edward Crotty a financial advisor?
Yes. Edward Crotty has a current investment-adviser registration in Montana and Washington, through Davidson Investment Advisors since December 2006.
How many years of experience does Edward Crotty have?
Edward Crotty has 25 years in the financial industry, since November 2000, across 2 adviser firms.
What exams has Edward Crotty passed?
Edward Crotty has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1998. FINRA credited Edward Crotty with the SIE, which began in October 2018.
Is Edward Crotty registered with FINRA?
Yes. Edward Crotty has a current broker registration, under CRD 1913149.
Source: FINRA BrokerCheck
How can I verify Edward Crotty’s record?
Search CRD 1913149 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Crotty’s full registration record.
- Andrew DavidsonPresident, Director
- Heather KubasChief Operating Officer & Chief Compliance Officer
- Lawrence Todd MartinezCEO, D.a. Davidson Companies, Director