Robert B. Knapp

OVERRIDGE WEALTH ADVISORS

Fort Worth, TX 76116

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CRD#: 2450884

Professional summary

Robert Bruce Knapp is a registered financial advisor currently at OVERRIDGE WEALTH ADVISORS located in Fort Worth, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Knapp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2019 - Present

OVERRIDGE WEALTH ADVISORS

Office #1: 6300 Ridglea Place Suite 1020, Fort Worth, TX 76116

RIA

CRD#: 115009

Fort Worth, TX

Past

September 29, 2010 - May 31, 2019

OVERRIDGE WEALTH ADVISORS

RIA

CRD#: 115009

FORT WORTH, TX

Past

February 16, 1994 - June 23, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OVERRIDGE WEALTH ADVISORS

CRD#: 115009 / SEC#: 801-62355

RIA

Registered Investment Advisory firm - (9/16/2003 Approved)

Texas

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/11/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OVERRIDGE WEALTH ADVISORS

CRD#: 115009 / SEC#: 801-62355

RIA

Registered Investment Advisory firm - (9/16/2003 Approved)

Texas

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

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Contact information

Main Address

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116

Mailing Address

Phone number

(817) 738-1451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 238,178,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert B. Knapp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Knapp's CRS (Customer Relationship Summary).

Certified licenses

Experience

OVERRIDGE WEALTH ADVISORS

OVERRIDGE WEALTH ADVISORS

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

OVERRIDGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2010

Series 63

Date: 2/11/1994

Series 6

Date: 2/11/1994

Current Firm

OVERRIDGE WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OVERRIDGE WEALTH ADVISORS

TRUST BUT VERIFY

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