Robert Knight (CRD# 7405603) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
The Colony Group, LLC | Boston, MA | Mar 2024 - Current | < 1 |
Gw & Wade, LLC | Wellesley, MA | Jun 2021 - Mar 2024 | 2 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MA
-
Total Assets Under Management21,473MILLIONS
-
Total Number of Accounts20,909ACCOUNTS
-
Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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