Robert KnightCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management10,404MILLIONS
Total Number of Accounts11,346ACCOUNTS
Average Account Value$916,974
- A percentage of assets under your management
- 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, WY
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