Robert Knight, financial advisor Wellesley MA

Robert Knight

CRD Number: 7405603
Current Firm: Gw & Wade, LLC

Robert Knight (CRD# 7405603) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Gw & Wade, LLC Wellesley, MA Jun 2021 - Current < 1
Grant Thornton LLP Boston, MA Jul 2019 - Jun 2021 1
Rucci Bardaro Falzone Pc Woburn, MA Jul 2018 - Jul 2019 1
Pwc Boston, MA Aug 2017 - Jun 2018 < 1
University Of Michigan Ann Arbor, MI Aug 2016 - May 2017 < 1
Kpmg Hartford, CT Jun 2016 - Aug 2016 < 1
Bentley University Waltham, MA Aug 2012 - May 2016 3
Mslgroup Waltham, MA Sep 2015 - Nov 2015 < 1
Minnechaug Regional High School Wilbraham, MA Sep 2008 - Jun 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Robert Knight
Phone Number: (781) 239-1188
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    10,404
    MILLIONS
  • Total Number of Accounts
    11,346
    ACCOUNTS
  • Average Account Value
    $916,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, WY

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