William T. Knight

LEGEND FINANCIAL ADVISORS

Pittsburgh, PA 15237

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CRD#: 5840840

Professional summary

William Thomas Knight, CFP® is a registered financial advisor currently at LEGEND FINANCIAL ADVISORS INC located in Pittsburgh, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 1 firm and has passed the Series 65 exam.

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 William Thomas Knight'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 3, 2022 - Present

LEGEND FINANCIAL ADVISORS INC

Office #1: 5700 Corporate Drive Suite 350, Pittsburgh, PA 15237

RIA

CRD#: 108207

Pittsburgh, PA

Past

September 22, 2010 - June 13, 2019

LEGEND FINANCIAL ADVISORS INC

RIA

CRD#: 108207

PITTSBURGH, PA

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".

LEGEND FINANCIAL ADVISORS INC

CRD#: 108207 / SEC#: 801-44704

RIA

Registered Investment Advisory firm - (9/14/1993 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

Pennsylvania
(1/3/2022)

IAR

Texas
(1/3/2022)

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: 9/21/2010

Uniform Investment Adviser Law Examination

Current Firm

LEGEND FINANCIAL ADVISORS INC

CRD#: 108207 / SEC#: 801-44704

RIA

Registered Investment Advisory firm - (9/14/1993 Approved)

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Contact information

Main Address

5700 Corporate Drive Suite 350, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 635-9210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE LEGEND FINANCIAL (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,103
AUM (Assets Under Management)	$ 335,389,223

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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William T. Knight

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Knight's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGEND FINANCIAL ADVISORS INC

LEGEND FINANCIAL ADVISORS INC

Primary Firm SEC Registration

LEGEND FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2010

Current Firm

LEGEND FINANCIAL ADVISORS INC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGEND FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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