Venera F. Izant

2 KNIGHTS WEALTH MANAGEMENT

Pepper Pike, OH 44124

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CRD#: 4318449

Professional summary

Venera F Izant, who also goes by Venera Carmela Foti, Venera Foti, Venera F Izant, Venera Izant, is a registered financial advisor currently at 2 KNIGHTS WEALTH MANAGEMENT, LLC located in Pepper Pike, Ohio.

Venera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Venera has worked at 9 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Venera Carmela Foti | Venera Foti | Venera F Izant | Venera Izant

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 Venera F Izant'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

April 22, 2025 - Present

2 KNIGHTS WEALTH MANAGEMENT, LLC

Office #1: 30195 Chagrin Blvd, #118n, Pepper Pike, OH 44124

RIA

CRD#: 307238

Pepper Pike, OH

Past

August 26, 2020 - December 23, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

INDEPENDENCE, OH

Past

August 24, 2020 - December 23, 2024

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

INDEPENDENCE, OH

Past

October 6, 2014 - August 26, 2020

B. RILEY WEALTH MANAGEMENT

RIA

CRD#: 2543

BEACHWOOD, OH

Past

October 3, 2014 - August 26, 2020

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

BEACHWOOD, OH

Past

December 20, 2010 - October 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PEPPER PIKE, OH

Past

April 1, 2010 - October 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PEPPER PIKE, OH

Past

October 8, 2009 - April 9, 2010

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

CHARLOTTE, NC

Past

July 7, 2005 - November 12, 2007

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

AKRON, OH

Past

July 1, 2005 - November 12, 2007

INVEST FINANCIAL CORPORATION

CRD#: 12984

AKRON, OH

Past

March 9, 2005 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

CRD#: 35057

AKRON, OH

Past

September 2, 2003 - April 1, 2004

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

PEPPER PIKE, OH

Past

February 28, 2001 - April 1, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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".

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD#: 307238 / SEC#: 801-124807

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(4/22/2025)

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 66

Date: 5/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/2001

General Securities Representative Examination

Current Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD#: 307238 / SEC#: 801-124807

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

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Contact information

Main Address

30195 Chagrin Blvd, #118n, Pepper Pike, OH 44124

Mailing Address

Phone number

(216) 798-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 106,937,361

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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Advisor Monitoring

Firm Stability Insights

Venera F. Izant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Venera F Izant's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SOUTHEAST INVESTMENTS, N.C., INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

FIRSTMERIT SECURITIES, INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

2 KNIGHTS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2001

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/27/2001

Current Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

2 KNIGHTS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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