Colleen KnappCRD Number: 847427
Current Firm: Transparent Wealth Consulting LLC
Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 30 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Transparent Wealth Consulting LLC||Lakeville, NY||Jun 2016 - Current||7|
|Cadaret, Grant & Company, Inc.||Lakeville, NY||Dec 2007 - Jun 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||May 2016|
Total Assets Under Management42MILLIONS
Total Number of Accounts209ACCOUNTS
Average Account Value$200,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NY, TX
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