Unclaimed
Brandon Dow Knight is an investment advisor representative associated with Cerity Partners LLC. Brandon has been in the industry for over 10 years and is currently registered in Kentucky as an Investment Advisor Representative. Brandon has passed the Series 65 exam and has specializations in 1, 2, 4, 5, 6, and 10. Cerity Partners LLC is a firm with over 80 billion dollars under management and offers financial planning, portfolio management for businesses and individuals, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/18/2024 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brandon Knight is the right advisor for you? Invested Better is here to help.