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Sylvester Knox

THE Knox Group Wealth Management

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About Sylvester Knox

Sylvester Knox is a Registered Investment Advisor with over 20 years of experience. Sylvester is currently affiliated with The Knox Group Wealth Management. Sylvester has held previous positions with a number of companies, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, FSC Securities Corporation, First Union Brokerage Services, Inc., Marketing One Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Madison Chapin Assocs., Inc., and Paine Webber Incorporated. Sylvester is licensed in New Jersey. The Knox Group Wealth Management manages approximately $15,100,000 in assets for 54 clients. The firm provides portfolio management services to individuals.

Firm Information

Sylvester Knox is currently registered with THE Knox Group Wealth Management. THE Knox Group Wealth Management is an investment advisor registered with the SEC. The firm manages approximately $15.1 million in assets for 54 clients, primarily high-net-worth individuals. Their services include portfolio management for individuals.

$15.10M

Assets Under Management

45

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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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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percentage of assets

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

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Sylvester Knox’s Registration & Firm History

NJ

02/25/2021 - Present

THE Knox Group Wealth Management (SHORT HILLS NJ)

NJ

01/12/2017 - 08/15/2018

FSC SECURITIES CORPORATION (SHORT HILLS NJ)

NJ

08/07/2000 - 02/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

NC

01/01/1996 - 08/07/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

OR

08/18/1994 - 01/11/1996

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

MA

08/08/1990 - 08/22/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/08/1990 - 08/22/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

03/05/1990 - 08/07/1990

MADISON CHAPIN ASSOCS., INC.

NJ

07/18/1989 - 07/17/1990

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 05/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/1995

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 24 public disclosures for Sylvester Knox. Review regulatory record here.
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