Adam Knaust (CRD# 5430453) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 16 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Latham, NY | Aug 2016 - Current | 7 |
Wealthone Llc(fka:wealthpointllc;capital Financial Planning Llc) | Albany, NY | Aug 2016 - Current | 7 |
Voya Financial Advisors | Albany, NY | Sep 2014 - Aug 2016 | 1 |
Ing Financial Partners, Inc. | Albany, NY | Jul 2014 - Sep 2014 | < 1 |
First Investors Corporation | Newburgh, NY | Oct 2013 - Jul 2014 | < 1 |
First Investors Advisory Services LLC | Newburgh, NY | Oct 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2008 |
- NY
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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