Adrienne KnappCRD Number: 5919105
Current Firm: The Ayco Company,l.p.
Adrienne Knapp (CRD# 5919105) is an Investment Advisor Representative working at The Ayco Company,l.p. in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Valic Financial Advisors, Inc.
|The Ayco Company, L.p./mercer Allied||Saratoga Springs, NY||Oct 2010 - Current||6|
|Pricewaterhousecoopers||Harrisburg, PA||Aug 2006 - Oct 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management27,267MILLIONS
Total Number of Accounts46,300ACCOUNTS
Average Account Value$588,929
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV