Adam Knaust is a registered investment advisor at LPL Financial LLC, based in Latham, NY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3 Lear Jet Ln Ste 201 N, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is involved in several business activities, including Knaust Group LLC (minimal time), MPWM Advisory Solutions LLC (about two-thirds of his time), Associates of Clifton Park (a few hours per week selling non-variable insurance), Empire Financial Advisors (DBA for LPL business, minimal time), and Verant Wealth (full-time). He provides investment advisory services through MPWM Advisory Solutions LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mpwm Advisory Solutions LLC
Wealthone, LLC
Voya Financial Advisors, INC.Broker
First Investors CorporationBroker
State Registrations20 states
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