David
Knechtle
Pin Wealth
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About this Advisor
David Knechtle is a financial advisor working out of North Reading, Massachusetts with 1 year of industry experience. Knechtle works at Pin Wealth. Over the course of their career, they have held roles at Oxford Global Resources, Verizon: Diamond-Wireless, Jcrew, Gerald S. Jamgochian, LLC, National Planning Corporation, Securities America, Inc, Securities America Advisors and Pin Wealth, LLC. Knechtle maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Pin Wealth is a financial advisory business based in North Reading, MA. The firm has just four advisors. It handles $62 million in assets among its 462 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 462 accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services are provided. Fees charged by Pin Wealth likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pin Wealth Brokerage Details
$61,739,943
4
462
$133,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Knechtle Work History
David has been registered as a financial advisor for 1 years.*
Pin Wealth, LLC
Gerald S. Jamgochian, LLC
Securities America, Inc
Securities America Advisors
National Planning Corporation
Verizon: Diamond-Wireless
Jcrew
Oxford Global Resources
*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 David Knechtle 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 Pin Wealth
North Reading, MA
North Reading, MA
North Reading, MA
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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