Unclaimed Profile

Michelle Ann Knight

RWA WEALTH PARTNERS, LLC·NEWTON, Massachusetts

Series 7, Series 66Clean record18 years registeredRWA WEALTH PARTNERS, LLC

85 WELLS AVENUE, NEWTON, MA 02459CRD# 2866359Firm CRD# 156984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Ann Knight · NEWTON, MA

Registration

CRD #2866359 · RWA WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Dec 2023 – present

ROPES WEALTH ADVISORS

Oct 2014 – Nov 2023

BOSTON, MA

BANYAN PARTNERS, LLC

Aug 2013 – Apr 2014

BOSTON, MA

SILVER BRIDGE

Mar 2008 – Aug 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 4, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RWA WEALTH PARTNERS, LLC

CRD 156984 · SEC 801-73098

AUM

$15.4B

Regulatory assets under management

Employees

189

19,495 client accounts

Services offered by RWA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RWA WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Ann Knight offer?

Michelle Ann Knight specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Michelle Ann Knight's credentials?

Michelle Ann Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Ann Knight located?

Michelle Ann Knight is based in NEWTON, Massachusetts, working with RWA WEALTH PARTNERS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Michelle Ann Knight charge for services?

Michelle Ann Knight's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RWA WEALTH PARTNERS, LLC?

RWA WEALTH PARTNERS, LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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