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Colleen Marnie Lindh

Bancroft Capital, LLC

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About Colleen Marnie Lindh

Colleen Marnie Lindh is a registered representative with Bancroft Capital, LLC. Colleen has been in the securities industry since December 23, 1992. Colleen has held previous positions at Drexel Hamilton, LLC, TD Securities (USA) LLC, Commerce Capital Markets, Inc., and N. D. Meyer & Co., Inc. Colleen is a licensed principal and has passed the Series 7, Series 24, Series 27, Series 63, Series 99TO, and Series 14 examinations. Colleen is currently registered in Pennsylvania.

Firm Information

Colleen Lindh is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colleen Lindh’s Registration & Firm History

PA

05/10/2018 - Present

Bancroft Capital, LLC (FORT WASHINGTON PA)

NY

06/01/2011 - 03/22/2018

DREXEL HAMILTON, LLC (NEW YORK NY)

PA

01/02/2009 - 03/19/2010

TD SECURITIES (USA) LLC (PHILADELPHIA PA)

PA

09/14/2005 - 02/26/2009

COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)

PA

08/26/1991 - 10/04/2005

N. D. MEYER & CO., INC. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 11/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/10/2011

Series 24 - General Securities Principal Examination

BC

Issued 08/22/1991

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Colleen Marnie Lindh.
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