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Cassandra Marie McKnight

Stash Wealth, LLC

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About Cassandra Marie McKnight

Cassandra McKnight is a financial advisor registered with Stash Wealth, LLC. Cassandra has been in the financial industry since June 2014 and has experience at both UBS Financial Services Inc. and Stash Wealth. Cassandra is licensed to provide financial advice in California, Colorado, Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia. She specializes in working with individuals and is a Certified Financial Planner.

Firm Information

Cassandra McKnight is currently registered with Stash Wealth, LLC. Stash Wealth, LLC is an investment advisor based in New York, NY. They primarily provide financial planning, educational seminars, and portfolio management for individuals and high-net-worth individuals. Their website addresses include HTTP://WWW.STASHWEALTH.COM, HTTPS://WWW.FACEBOOK.COM/STASHWEALTH, HTTPS://TWITTER.COM/STASHWEALTH, HTTPS://WWW.TIKTOK.COM/@STASHWEALTH, HTTPS://WWW.LINKEDIN.COM/COMPANY/STASHWEALTH, HTTPS://WWW.INSTAGRAM.COM/STASHWEALTH, and https://www.youtube.com/c/StashWealth. They have 3 investment adviser representatives and manage approximately $44,046,719 in regulatory assets for 567 clients.
Stash Wealth, LLC

85 BROAD STREET

NEW YORK, NY 10004

$44.05M

Assets Under Management

24

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-investment advisory related referral fees

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Cassandra McKnight’s Registration & Firm History

CT

07/28/2023 - Present

Stash Wealth, LLC (Norwalk CT)

CT

06/15/2015 - 06/21/2023

UBS FINANCIAL SERVICES INC. (GREENWICH CT)

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Licenses & Designations

BOTH

Issued 10/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassandra Marie McKnight.
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