Rico Knight
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co, IncNov 2025 to now
- UbereatsMay 2019 to now
- J.P. Morgan Securities LLCJul 2022 to Oct 2025
- Robinhood Financial, LLCJul 2021 to Apr 2022
- Morgan StanleyOct 2018 to Jun 2021
- Bank of AmericaJun 2017 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Oct 2018
- Massachusetts Mutual Life Insurance CompanyOct 2016 to Jun 2017
- MML Investors Services LLCOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6715261
- Firm CRD
- 159035