David Knight, financial advisor Traverse City MI

David Knight

CRD Number: 6016451
Current Firm: Stonepath Wealth Management

David Knight (CRD# 6016451) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 9 years of experience in the finance industry. David Knight 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.

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Professional Designations
Company Name Location Dates Years
Spwm Advisors LLC Traverse City, MI Jan 2024 - Current < 1
Cambridge Investment Research, Inc. Traverse City, MI Nov 2018 - Dec 2023 5
Cambridge Investment Research Advisors, Inc. Traverse City, MI Nov 2018 - Dec 2023 5
Td Ameritrade, Inc. Traverse City, MI Feb 2018 - Nov 2018 < 1
Td Ameritrade Investment Management, LLC Traverse City, MI Feb 2018 - Nov 2018 < 1
Scottrade Inc. Traverse City, MI Jun 2014 - Feb 2018 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
S63 Uniform Securities State Law Examination Sep 2014
Contact Info for David H. Knight
Phone Number: (231) 668-6999
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, KY, MI, NC, OH, TX

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