Keith KnoxCRD Number: 1159465
Current Firm: Wall Street Access Asset Management, LLC
Keith Knox (CRD# 1159465) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 5 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Wall Street Access||New York, NY||Jun 2012 - Current||4|
|Tdameritrade Inc.||Scarsdale, NY||Jan 2012 - Jun 2012||< 1|
|Network 1 Financial Securities, Inc.||Red Bank, NJ||Nov 2011 - Jan 2012||< 1|
|Vfinance Investments||Armonk, NY||May 2011 - Nov 2011||< 1|
|Hudson Securities Inc.||Jersey City, NJ||Sep 2006 - Apr 2011||4|
|Hudson Securities Inc.||Jersey City, NJ||Sep 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management257MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$1,042,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, FL, GA, KY, MA, MD, MI, NH, NJ, NY, PA, TX, VA
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