Angela
Knott

Vanguard Advisers, Inc

CRD#2517533
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Angela Knott is a financial advisor who works in Scottsdale, Arizona with a total of 1 year of relevant experience. Knott is on the advisory team at Vanguard Advisers, Inc. Over the course of their career, Knott has held roles at The Vanguard Group, Inc, Princeton Fitness And Wellness, Bank Of America, Ak Fit And Well, Inc and Amazon. Knott has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Arizona and Texas. Vanguard Advisers, Inc is an advisory firm operating out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in total assets between its 634,470 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 958 charitable organizations. Of its 634,470 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types billed by Vanguard Advisers, Inc most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14321 North Northsight Blvd
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

AZ Average: $15,833,994,310
Total Number of Employees

2,124

AZ Average: 41
Total Number of Accounts

634,470

AZ Average: 3,342
Average Account Size

$471,562

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Angela Knott Work History

Angela has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

Bank Of America

2020 - 2021 (1 year)

Amazon

2014 - 2019 (5 years)

Princeton Fitness And Wellness

2014 - 2021 (7 years)

Ak Fit And Well, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Angela Knott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Anna Grimes
Malvern, PA
Peter Smith
Scottsdale, AZ
Zachary Potter
Scottsdale, AZ
Tamala Harris
Charlotte, NC
Cameron Payne
Charlotte, NC
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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