AdvisorOS Directory
Claim Profile
OK

Olivia Sue Knecht

COMPASS INVESTMENTS LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
2681 SIDNEY STREET, PITTSBURGH, PA 15203CRD# 7339512Firm CRD# 141323
01

About

Olivia Sue Knecht is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with COMPASS INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS INVESTMENTS LLC
COMPASS INVESTMENTS LLC
AUM
$76M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPASS INVESTMENTS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7339512
Firm CRD# 141323
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Olivia Sue Knecht offer?
Olivia Sue Knecht specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Olivia Sue Knecht's credentials?
Olivia Sue Knecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Olivia Sue Knecht located?
Olivia Sue Knecht is based in PITTSBURGH, Pennsylvania, working with COMPASS INVESTMENTS LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Olivia Sue Knecht charge for services?
Olivia Sue Knecht's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS INVESTMENTS LLC?
COMPASS INVESTMENTS LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile