Alexander KnappCRD Number: 6074535
Current Firm: Ballentine Partners
Alexander Knapp (CRD# 6074535) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Ballentine Partners LLC||Waltham, MA||Jun 2012 - Current||4|
|Sovereign Bank||Boston, MA||Jun 2011 - May 2012||< 1|
|Student||Waltham, MA||Jan 2011 - Jun 2011||< 1|
|Mfs Investment Mgmt||Boston, MA||Jul 2010 - Jan 2011||< 1|
|Bedford Lending Corp.||Bedford, NH||May 2007 - Jul 2010||3|
|Met Life||Waltham, MA||Sep 2008 - Mar 2009||< 1|
|Unemployed||Concord, NH||Sep 2006 - Apr 2007||< 1|
|Nh Fishercats||Manchester, NH||Apr 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management5,990MILLIONS
Total Number of Accounts3,376ACCOUNTS
Average Account Value$1,774,210
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, RI, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.