Darryl Knox, financial advisor Naperville IL
93 score

Darryl Knox

CRD Number: 1835771
Current Firm: Strategic Advisers, Inc.

Darryl Knox (CRD# 1835771) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Naperville, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Oakbrook, IL May 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Darryl J. Knox
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
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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