Cedric
Knight

Schwab Private Client Investment Advisory, Inc

CRD#3262578
Investment Advisor
in Orlando, FL
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About this Advisor

Cedric Knight is a certified financial planner based in Orlando, Florida. Currently a registered investment advisor with Schwab Private Client Investment Advisory, Inc, they have accrued 19 years of professional experience in the financial advisory industry. Knight holds Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Knight is registered to work with investors based out of Florida and Texas. The advisor has gained experience at Schwab Private Client Investment Advisory, Inc, Charles Schwab & Co., Inc and I. Knight - Florida Highwaymen Art LLC. Schwab Private Client Investment Advisory, Inc is headquartered in Orlando, Florida, and has 10 locations throughout the country. Overall, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets throughout 108,791 accounts and retains more than 598 people. The amount of assets the firm manages places it among the largest firms in the country. Currently 66% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Schwab Private Client Investment Advisory, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cedric Knight Work History

Cedric has 19 years of experience.

2012 - Present (7 years)

Schwab Private Client Investment Advisory, Inc

2007 - Present (12 years)

I. Knight - Florida Highwaymen Art LLC

1999 - Present (20 years)

Charles Schwab & Co., Inc

Disclosures

Cedric Knight has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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