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Paul Daniel Knott

OLD NORTH STATE WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina
SIE, Series 7, Series 63, Series 65, Series 66CFPPFSClean record24 years registeredOLD NORTH STATE WEALTH MANAGEMENT, LLC
1430 COMMONWEALTH DRIVE, SUITE 200, WILMINGTON, NC 28403CRD# 2958392Firm CRD# 148659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Daniel Knott · WILMINGTON, NC
Registration
CRD #2958392 · OLD NORTH STATE WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

OLD NORTH STATE WEALTH MANAGEMENT, LLC
Oct 2008 – present
CITIGROUP GLOBAL MARKETS INC.
Dec 2001 – Oct 2008
WILMINGTON, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · December 31, 2001
Years registered · 24
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD 148659 · SEC 801-69690
AUM
$335M
Regulatory assets under management
Employees
6
970 client accounts
Services offered by OLD NORTH STATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Paul Daniel Knott offer?
Paul Daniel Knott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Paul Daniel Knott's credentials?
Paul Daniel Knott holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Paul Daniel Knott located?
Paul Daniel Knott is based in WILMINGTON, North Carolina, working with OLD NORTH STATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Paul Daniel Knott charge for services?
Paul Daniel Knott's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD NORTH STATE WEALTH MANAGEMENT, LLC?
OLD NORTH STATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC

Meg Michelle George
WILMINGTON, NC
CFP
Danielle N Annechiarico
WILMINGTON, NC

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