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Carlye Yanker Knight

Investment adviser representative at The Yanker Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$296.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. LPL Financial, LLCApr 2017 to now
  2. The Yanker GroupJan 2016 to now
  3. Morgan StanleySep 2015 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (MO).

The Yanker Group

Legal name: The Yanker Group, Inc.

$296.4MAssets managed
479Clients
5Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6053957
Firm CRD
281364
Advisor's SEC record (opens in a new tab)
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