Unclaimed Profile

Brian Martin Chait

2 KNIGHTS WEALTH MANAGEMENT, LLC·PEPPER PIKE, Ohio

Series 7, Series 63, Series 65Clean record26 years registered2 KNIGHTS WEALTH MANAGEMENT, LLC

30195 CHAGRIN BLVD, #118N, PEPPER PIKE, OH 44124CRD# 2777236Firm CRD# 307238

Profile Verification

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

Identity

Brian Martin Chait · PEPPER PIKE, OH

Registration

CRD #2777236 · 2 KNIGHTS WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

LYNX CAPITAL GROUP LTD

Jan 2000 – present

2 KNIGHTS WEALTH MANAGEMENT, LLC

Dec 2020 – Mar 2024

PEPPER PIKE, OH

MAI WEALTH ADVISORS LLC

Apr 2007 – May 2008

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 3, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD 307238 · SEC 801-124807

AUM

$90M

Regulatory assets under management

Employees

47 client accounts

Services offered by 2 KNIGHTS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at 2 KNIGHTS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Martin Chait offer?

Brian Martin Chait specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Brian Martin Chait's credentials?

Brian Martin Chait is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Martin Chait located?

Brian Martin Chait is based in PEPPER PIKE, Ohio, working with 2 KNIGHTS WEALTH MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Brian Martin Chait charge for services?

Brian Martin Chait's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 2 KNIGHTS WEALTH MANAGEMENT, LLC?

2 KNIGHTS WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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