Michael Knee

ATLAS FIDUCIARY SERVICES

Concord, NH 03301

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CRD#: 5480965

Professional summary

Michael Knee, who also goes by Michael E Knee, Michael Eugene Knee, is a registered financial advisor currently at ATLAS FIDUCIARY SERVICES, INC. located in Concord, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael E Knee | Michael Eugene Knee

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.

1) ENERGYBITS DBA MICHAEL KNEE, 365A NEW BOSTON ROAD, CANDIA NH, BRAND AMBASSADOR, INDEPENDENT CONTRACTOR, 07/01/14, NIR, 2 HR/YR- 0/TRADING HR. MR. KNEE IS AN AFFILIATE SELLER OF ENERGYBITS BRAND PRODUCTS AND IS SUBJECT TO DISCOUNTS AND COMMISSIONS OF SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Knee'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

February 13, 2024 - Present

ATLAS FIDUCIARY SERVICES, INC.

Office #1: 123 N. State Street Unit 1, Concord, NH 03301

RIA

CRD#: 321271

Concord, NH

Past

April 12, 2021 - March 12, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Concord, NH

Past

February 5, 2019 - January 10, 2020

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Salem, NH

Past

January 22, 2018 - December 21, 2018

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

MANCHESTER, NH

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".

ATLAS FIDUCIARY SERVICES, INC.

ATLAS FIDUCIARY SERVICES, INC. | BCA FINANCIAL GROUP

CRD#: 321271 / SEC#: 801-125792

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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

New Hampshire
(2/13/2024)

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: 11/16/2017

Uniform Investment Adviser Law Examination

Current Firm

ATLAS FIDUCIARY SERVICES, INC.

ATLAS FIDUCIARY SERVICES, INC. | BCA FINANCIAL GROUP

CRD#: 321271 / SEC#: 801-125792

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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Contact information

Main Address

123 N. State Street Unit 1, Concord, NH 03301

Mailing Address

Phone number

(603) 581-7125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFS DISCLOSURE BROCHURE (7/18/2025)

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 257,745,978

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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Michael Knee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Knee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS FIDUCIARY SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AVANTAX ADVISORY SERVICES

CREATIVEONE WEALTH, LLC

Primary Firm SEC Registration

ATLAS FIDUCIARY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2017

Current Firm

ATLAS FIDUCIARY SERVICES, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS FIDUCIARY SERVICES, INC.

TRUST BUT VERIFY

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