Joel Knight, financial advisor Greenwood Village CO
93 score

Joel Knight

CRD Number: 5881198
Current Firm: Strategic Advisers, Inc.

Joel Knight (CRD# 5881198) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Jan 2011 - Current 5
American Steel Fabricators Greenfield, NH Aug 2010 - Dec 2010 < 1
Unemployment Deering, NH May 2010 - Jul 2010 < 1
Osram Sylvania Hillsboro, NH Oct 2009 - Apr 2010 < 1
Camp Pontiac Copake, NY Jun 2009 - Aug 2009 < 1
University Of New Hampshire Durham, NH Aug 2005 - May 2009 3
Corvinus University Budapest, Aug 2008 - Dec 2008 < 1
Mcgrath Lumber Greenfield, NH Jun 2008 - Aug 2008 < 1
Yanni's Pizzeria Hillsboro, NH May 2007 - Aug 2007 < 1
Crotched Mountain Golf Club Francestown, NH May 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Joel E. Knight
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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