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Andrew Peter Crowley

Investment adviser representative at Wincap Financial LLC
9 yearsExperience
1 stateRegistered in
$223.1MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

9 years in the industry.

  1. Wincap Financial LLCJan 2024 to now
  2. Providence CollegeAug 2022 to now
  3. KkrJun 2025 to Aug 2025
  4. La Machi Communication for Good CausesJan 2025 to Apr 2025
  5. StudentApr 2016 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (MA).

Wincap Financial LLC

$223.1MAssets managed
270Clients
7Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8249960
Firm CRD
315798
Advisor's SEC record (opens in a new tab)
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