MK

Maxwell L. Knapp

BLACKBEAR CAPITAL
Ripley, WV 25271
Some features on this profile are disabled
CRD#: 6224579
MK

Professional summary


Maxwell Lee Knapp MR., who also goes by Maxwell Knapp, is a registered financial advisor currently at BLACKBEAR CAPITAL, LLC located in Ripley, West Virginia.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Maxwell has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maxwell Knapp

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.

CRS (Client Relationship Summary) - RIA


Click below to view Maxwell Lee Knapp MR.'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®
None

Experience


Current

December 17, 2020 - Present

BLACKBEAR CAPITAL, LLC

Office #1: 107 W Main St, Ripley, WV 25271
RIA
CRD#: 310990
Ripley, WV
Past

August 13, 2013 - July 10, 2015

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
JACKSONVILLE, FL

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
West Virginia
(12/17/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BLACKBEAR CAPITAL, LLC
BLACKBEAR CAPITAL, LLC

CRD#: 310990 / SEC#:

West Virginia
Registered Investment Advisory firm - (11/12/2020 Approved)
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Contact information


Main Address
107 W Main St, Ripley, WV 25271
Mailing Address
Phone number
(304) 532-0056
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts160
AUM (Assets Under Management)$ 34,718,586

Red Flags


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Company Information


BLACKBEAR CAPITAL, LLC

CRD#: 310990Ripley, WV 25271

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