David Knott (CRD# 7324073) is an Investment Advisor Representative working at Citizens Securities, Inc. in Acton, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Acton, MA | Apr 2021 - Current | 3 |
| Knott Family Trust | Concord, MA | Nov 2014 - Current | 9 |
| National Life Group | Beverly, MA | Jan 2021 - Mar 2021 | < 1 |
| Equity Services, Inc. | Montpelier, VT | Jan 2021 - Mar 2021 | < 1 |
| Capula Investment Management | N/a, | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- FL
- ME
- MD
- NH
- PA
- RI
- VT
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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