Spencer Knickerbocker (CRD# 6363915) is an Investment Advisor Representative working at Stonebrook Private Inc. in Northville, MI and has over 7 years of experience in the finance industry. Spencer Knickerbocker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebrook Private Inc. | Northville, MI | Jun 2023 - Current | < 1 |
| Raymond James & Associates, Inc. | Northville, MI | Sep 2019 - Jun 2023 | 3 |
| Lord Abbett | Jersey City, NJ | Jul 2016 - Sep 2019 | 3 |
| Raymond James | Northville, MI | Sep 2015 - Jun 2016 | < 1 |
| Miami University | Oxford, OH | Aug 2012 - May 2016 | 3 |
| J.p. Morgan Chase | Columbus, OH | Jun 2015 - Aug 2015 | < 1 |
| Raymond James | Northville, MI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- MI
-
Total Assets Under Management657MILLIONS
-
Total Number of Accounts1,824ACCOUNTS
-
Average Account Value$360,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, MI, NJ, NY, OH, TN, TX
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