Timothy
Knapp

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6105012
Investment Advisor
in Trumbull, CT

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About this Advisor

Timothy Knapp is a financial advisor based out of Trumbull, Connecticut, who has 7 years of relevant experience. Knapp is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Knapp has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in total assets between its 2,864,234 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually depend on the services offered. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

955 White Plains Rd
Trumbull, CT 06611

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

CT Average: $7,464,549,021
Total Number of Employees

36,687

CT Average: 88
Total Number of Accounts

2,864,234

CT Average: 3,892
Average Account Size

$381,844

CT Average: $1,917,921

Investment Advisory Services

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

Timothy Knapp Work History

Timothy has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bank Of America, N.A

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2010 - 2016 (6 years)

Wells Fargo Bank, Na

*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 Timothy Knapp 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 Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Sean Kienzle
Chicago, IL
Suzana Markasevic
New York, NY
Patrick Riley
Sammamish, WA
Mark Wierda
Jacksonville, FL
Richard Buckley
Franklin, MA
Francis Abella
Napa, CA
Roger Glasgow
Chevy Chase, MD

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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