Michael Knous, financial advisor Woodmere Village OH
93 score

Michael Knous

CRD Number: 5612086
Current Firm: Strategic Advisers, Inc.

Michael Knous (CRD# 5612086) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodmere Village, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Pittsburgh, PA Aug 2010 - Current 6
Edward Jones St Louis, MO Jun 2009 - Aug 2010 1
Unemployed Bethel Rock, PA Feb 2009 - May 2009 < 1
Merrill Lynch Upper St. Clair, PA Oct 2008 - Feb 2009 < 1
Single Source Upper St. Clair, PA Sep 2008 - Oct 2008 < 1
Unemployed Bethel Park, PA Jul 2008 - Sep 2008 < 1
Keystone Service Systems Harrisburg, PA Dec 2007 - Jul 2008 < 1
Us Army Fort Carson, CO Jul 2002 - Nov 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Michael G. Knous
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • OH
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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