Troy W. Knighton

VERITAS WEALTH MANAGEMENT

Salt Lake City, UT 84106

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CRD#: 6018337

Professional summary

Troy Wayne Knighton, CFP® is a registered financial advisor currently at VERITAS WEALTH MANAGEMENT, LLC located in Salt Lake City, Utah.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Troy 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.

KNIGHTON, ERB & COMPANY, LLC 2180 S 1300 E, SUITE 360 SALT LAKE CITY, UT 84106 ACCOUNTING FIRM NON-INVESTMENT RELATED PARTNER APRIL 2012 TO PRESENT DEVOTES APPROXIMATELY 100 HOURS PER MONTH TO HIS DUTIES THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Wayne Knighton's 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: 2012

Experience

Current

May 18, 2012 - Present

VERITAS WEALTH MANAGEMENT, LLC

Office #1: 2180 South 1300 East, Suite 360, Salt Lake City, UT 84106

RIA

CRD#: 160600

Salt Lake City, UT

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

Utah
(5/18/2012)

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: 1/5/2012

Uniform Investment Adviser Law Examination

Current Firm

VERITAS WEALTH MANAGEMENT, LLC

CRD#: 160600 / SEC#:

Utah

Registered Investment Advisory firm - (5/18/2012 Approved)

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Contact information

Main Address

2180 South 1300 East, Suite 360, Salt Lake City, UT 84106

Mailing Address

Phone number

(801) 596-9999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 106,188,744

Red Flags

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

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Troy W. Knighton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Wayne Knighton's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITAS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2012

Current Firm

VERITAS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VERITAS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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