Robert
Knoll

Commonwealth Financial Network

CRD#4004328
Investment Advisor
in Metuchen, NJ

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About this Advisor

Robert Knoll is a financial advisor based in Metuchen, New Jersey, working with Commonwealth Financial Network. Robert has previously held positions at Metropolitan Life Insurance Co, Metlife Securities, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, and Commonwealth Financial Network. Robert has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Robert is part of Commonwealth Financial Network, which operates out of Metuchen, New Jersey. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3 Amboy Avenue
Metuchen, NJ 08840

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

NJ Average: $16,012,751,954
Total Number of Employees

4,500

NJ Average: 118
Total Number of Accounts

623,075

NJ Average: 4,567
Average Account Size

$284,126

NJ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Knoll Work History

2021 - Present (3 years)

Commonwealth Financial Network

2017 - 2021 (4 years)

Mml Investors Services, LLC

2016 - 2021 (5 years)

Massachusetts Mutual Life Insurance Company

1999 - 2016 (17 years)

Metropolitian Life Insurance Co

1999 - 2017 (18 years)

Metlife Securities

Disclosures

Please visit the SEC profile of Robert Knoll 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Derenig Kostikian
Waltham, MA
Roan Sullivan
Old Saybrook, CT
Renee Bilodeau
Glastonbury, CT
Michael Williams
Dallas, TX
Constance King
Plymouth Meeting, PA
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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