Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 31 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- NY
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$198,306
- 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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